OpenAI DevDay 2026: Live Updates and Announcements
OpenAI's DevDay arrives under a safety-first posture as revenue surges toward a $68B run rate ahead of a landmark IPO.
- 01Safety concerns now visibly constrain OpenAI's product cadence—GPT-6.1 Astra was shelved before DevDay—yet the business is accelerating hard.
- 02Enterprise revenue more than doubled last quarter; consumer run-rate revenue in 90 days exceeded all of last year.
- 03With a near-$1T valuation and a confidential SEC filing already submitted, DevDay is as much investor theater as developer conference.
- 04CEO Altman teases a "new thing" while Greg Brockman skips the event for a White House luncheon.
OpenAI's DevDay arrives under a safety-first posture as revenue surges toward a $68B run rate ahead of a landmark IPO.
Safety concerns now visibly constrain OpenAI's product cadence—GPT-6.1 Astra was shelved before DevDay—yet the business is accelerating hard. Enterprise revenue more than doubled last quarter; consumer run-rate revenue in 90 days exceeded all of last year. With a near-$1T valuation and a confidential SEC filing already submitted, DevDay is as much investor theater as developer conference. CEO Altman teases a "new thing" while Greg Brockman skips the event for a White House luncheon.
Watch: Whether Altman's keynote frames safety constraints as a competitive moat or a temporary friction—the framing will telegraph OpenAI's IPO narrative.
watch now OpenAI is holding its annual DevDay developer conference on Tuesday, where the artificial intelligence company is expected to showcase a flurry of new products and features. This year’s DevDay comes as OpenAI has been under intense pressure to address mounting safety concerns after it disclosed several incidents where its models behaved in unintended ways, and the startup held back its latest Astra model over safety concerns. Earlier this month, the company endorsed a call to slow down the pace of advanced AI model development in order to better address the technology’s risks.
Read the full article at cnbc.comShow the full text · 5 min readHide the full text
watch now OpenAI is holding its annual DevDay developer conference on Tuesday, where the artificial intelligence company is expected to showcase a flurry of new products and features. This year’s DevDay comes as OpenAI has been under intense pressure to address mounting safety concerns after it disclosed several incidents where its models behaved in unintended ways, and the startup held back its latest Astra model over safety concerns. Earlier this month, the company endorsed a call to slow down the pace of advanced AI model development in order to better address the technology’s risks. Tune in at 12:15 p.m. ET as OpenAI CEO Sam Altman joins CNBC TV to talk about AI safety and the company’s latest announcements. CFO Sarah Friar will join CNBC at 3:15 p.m. ET. Watch in real time on CNBC+ or the CNBC Pro stream. The event kicks off in San Francisco at 10 a.m. PT, when CEO Sam Altman will deliver the opening keynote. Altman teased the DevDay festivities in a post on Xon Monday, writing that he is “pretty excited,” and that the company has “found a new thing.” OpenAI said DevDay will be a chance for developers to “to go deep in technical sessions, test what’s new, swap notes, and bring their best questions and ideas to the teams creating OpenAI’s tools,” according to the event’s website. Read more CNBC coverage on OpenAI OpenAI abandons plan to release upcoming model as safety concerns escalate OpenAI spark Hugging Face bid war early investment bid ahead of Nvidia OpenAI, Anthropic CEOs called to appear at Australian AI probe OpenAI expands review of model behavior after more rogue agent incidents emerge OpenAI reports 6 new instances of ‘concerning model behavior’ since March CNBC’s reporters are covering the OpenAI DevDay event live from San Francisco, and remotely from Englewood Cliffs, New Jersey. 19 Min Ago Meta’s AI chief pokes fun at DevDay in post on social media Alexandr Wang, chief AI officer of Meta, during the Bloomberg Tech conference in San Francisco, California, US, on Thursday, June 4, 2026. David Paul Morris | Bloomberg | Getty Images Alexandr Wang, Meta’s AI chief, poked fun at DevDay in a post on X late Monday. He shared an image of ships flying through the sky toward the animated circular character that OpenAI has been using to promote the event. Wang has been heavily promoting Meta’s new Muse AI agent on social media since its launch earlier this month. —Ashley Capoot 39 Min Ago OpenAI President Greg Brockman to miss DevDay, attend luncheon with Trump Greg Brockman, president of OpenAI, arrives at a federal courthouse as the trial in Elon Musk’s lawsuit over OpenAI’s for-profit conversion continues, in Oakland, California, May 6, 2026. Manuel Orbegozo | Reuters OpenAI PresidentGreg Brockman will be absent from DevDay this year. He’s slated to attend a luncheon with President Donald Trump and House Speaker Mike Johnson in Washington, D.C., instead, according to a source familiar with his plans. Other major tech executives, including Anthropic CEO Dario Amodei, Meta CEO Mark Zuckerbergand Alphabet CEO Sundar Pichai, are also attending the luncheon. —Ashley Capoot 2 Hours Ago OpenAI shows momentum in enterprise and consumer businesses, source says watch now OpenAI is preparing for what is widely expected to be a massive IPO next year. The company, which is valued at nearly $1 trillion, confidentially filed its prospectus with the Securities and Exchange Commission in June. During its third quarter, OpenAI’s enterprise business more than doubled, according to a person familiar with the details who was not authorized to speak publicly. The company also generated more consumer run rate revenue in the last 90 days than all of last year, the person said. OpenAI’s last revenue run rate was near $40 billion in August, CNBC has reported. OpenAI saw a 70% jump in revenue growth quarter to date, up 20% in September alone, this person said. That increase would put OpenAI’s annual revenue run rate at around $68 billion. —Ashley Capoot and Kate Rooney 2 Hours Ago Altman teases DevDay on social media watch now Altman has shared several posts on X ahead of DevDay, hinting at the various products and features that the company plans to “ship,” or launch, at the event. —Ashley Capoot 3 Hours Ago OpenAI ditched plan to release upcoming model over safety concerns OpenAI CEO Sam Altman sits for a conversation with Salesforce CEO Marc Benioff at Salesforce’s Dreamforce conference at the Moscone Center on September 15, 2026 in San Francisco, California. Benjamin Fanjoy | Getty Images OpenAI on Monday said it decided not to release an upcomingcnbc.comAI model, GPT-6.1 Astra, after determining that it did not adequately meet the company’s safety standards. “Of course we want to make sure our model development is safe no matter whether that’s in the company, or when we ship it to users,” Saachi Jain, head of safety systems at OpenAI, said in a statement. “But when we ship it to users, we have an extremely high bar in terms of safety and alignment.” Earlier this month, OpenAIreleased GPT-6 Astra, which the company described as the product of “years of research and big bets.” OpenAI introduced two additional tiers to its GPT-6 family,GPT-6 Sol and GPT-6 Luna, last week. A spokesperson said Monday that the company has other models coming soon. —Ashley Capoot 3 Hours Ago Here’s what’s on the schedule for this year’s DevDay People gather outside the OpenAI DevDay on Oct. 6, 2025. Ashley Capoot | CNBC OpenAI has shared a sneak peek of the DevDay schedule on the event’s website. Here’s what’s in store: 8 a.m. PT: Breakfast for attendees 10 a.m. PT: Opening keynote, featuring Altman 11:30 a.m. PT: Lunch for attendees 11:15 a.m. - 3:30 p.m. PT: Breakouts and programming for attendees 4:00 p.m. PT: Closing session 4:45 p.m. - 7:00 p.m. PT: Reception for attendees For those who can’t attend in person, the opening keynote will be livestreamedhere. —Ashley Capoot
Don't miss tomorrow's
The Daily Pulse in your inbox each morning — sourced and linked.