OpenAI Slashes Luna Model Price by 80%, Boosts Usage Ten-Fold

Key Takeaways

• OpenAI CFO Sarah Friar announced an 80 percent price reduction for the Luna model.
• The Luna price cut resulted in a ten-fold increase in model usage.
• OpenAI enterprise revenue grew by 32 percent between June and July.
• OpenAI completed the Jalapeno chip design in under nine months using its own AI.
• OpenAI is targeting chip design, life sciences, and financial services with lower costs.
• Corning signed an 80 million mile fiber contract with Verizon extending to 2032.
• AMD and F-Secure are developing TrustPath for privacy-focused AI model routing.
• GPT-5.5 used 6,463 tokens for a simple query versus 448 for GPT-3.5.
• Fresh Thyme Market increased production plan adherence from 40 percent to 90 percent using Afresh AI.
• Klaviyo upgraded its CRM with AI-driven personalization and a new TV ad integration.

OpenAI launches AI for chip design with lower prices

OpenAI is focusing its AI tools on specialized industries like chip design, life sciences, and financial services. The company is using aggressive pricing to compete with cheaper open-source rivals from China. Chief Financial Officer Sarah Friar announced that the price of their Luna model dropped by 80 percent, which caused usage to jump ten times. Enterprise revenue grew by 32 percent from June to July as businesses seek better returns on their AI investments. OpenAI also used its own models to help design the Jalapeno chip, finishing the design phase in under nine months.

OpenAI beats Chinese rivals on price for chip design AI

OpenAI is pitching its AI solutions for chip design while undercutting Chinese open-source competitors on cost. CFO Sarah Friar stated that deploying the Luna model is cheaper than using alternatives like Z.ai's GLM 5.3 on cloud providers. The company is targeting sectors such as life sciences and financial services where specific AI workflows are in high demand. OpenAI is also testing a new pricing model that charges based on business results instead of just usage. Enterprise revenue climbed 32 percent between June and July, showing strong growth in this business segment.

OpenAI CFO says AI for chip design is cheaper than open source

OpenAI is pushing AI into specialized industries and offering lower costs to compete with open-source rivals. CFO Sarah Friar spoke at the Goldman Sachs conference in San Francisco about focusing on chip design, life sciences, and financial services. The company recently cut the price of its Luna model by 80 percent, leading to a ten-fold increase in usage. OpenAI also uses its own models to develop hardware, recently completing the Jalapeno chip design in nine months. Enterprise revenue increased 32 percent from June to July, surpassing the overall annualized growth rate.

Klaviyo stock rises after AI CRM upgrade and TV deal

Klaviyo reported major upgrades to its CRM platform in September 2026, including new AI-driven personalization and SQL-based querying. The company also partnered with MNTN to connect TV ad exposure directly with email and SMS marketing flows. This integration allows brands to use one customer data source to trigger automated journeys across different channels. New products like Customer Hub and Clicks to Bricks have been added to the platform to expand capabilities. Investors are watching to see if these changes can turn Klaviyo into a standard operating layer for first-party data.

AMD partners with F-Secure on trust-based AI security

Advanced Micro Devices is working with F-Secure and AMD Silo AI to create trust-based model routing for AI privacy and security. The collaboration combines AMD compute power with F-Secure's per-moment trust principle to protect data during AI interactions. The partners plan to roll out a solution called TrustPath to help with user privacy and regulatory compliance. This beta version is scheduled for late 2026 and aims to support consumer-facing agentic AI services. The goal is to pull AMD hardware deeper into privacy-centric AI use cases beyond just raw computing power.

CIVI Framework Diagnoses Search Agent Failures

Researchers created CIVI, a new framework to find errors in search agents used for civic information. They tested ten advanced search agents and found that none performed as well as a careful human. The system uses a tool called ARISE to break down failures into four specific types of errors. Results show that 72.1 percent of these failures come from the search process rather than gaps in the models knowledge.

AI Token Costs Rise as Models Become More Advanced

Advanced AI models now use many more tokens to answer simple questions, which increases the cost for companies running them. For example, the GPT-5.5 model used 6,463 tokens to answer a road trip question while GPT-3.5 only used 448 tokens. This difference means the advanced model cost 19 cents compared to free for the older version. Experts warn that prices may go up for consumers when companies stop subsidizing these expensive AI services.

Fresh Thyme Improves Deli Sales with Afresh AI

Fresh Thyme Market expanded its use of Afresh AI to manage daily production plans for its stores. The new system automatically decides how many items to make based on demand and shelf life. After switching from paper plans, the store saw adherence to production plans jump from 40 percent to 90 percent. Deli sales increased significantly, and rotisserie chicken became a top seller with a large year-over-year lift.

Corning Wins 80 Million Mile Fiber Deal from Verizon

Corning signed a massive contract with Verizon to supply more than 80 million miles of high-density optical fiber. The agreement runs through 2032 and supports Verizon plans to expand broadband and AI data centers across the United States. This deal extends a thirty-year partnership and helps Corning grow its manufacturing footprint in the U.S. The contract highlights the growing demand for fiber to support both consumer internet and artificial intelligence infrastructure.

Brooks Group Launches BrooksUP 2.0 with AI Coaching

The Brooks Group released BrooksUP 2.0, a new platform that uses AI avatars to coach sales professionals. Sellers can now practice conversations with a lifelike animated avatar that gives immediate feedback and scores their performance. The update includes a new three-part learning flow with refresh, quiz, and practice sections to help users master sales skills. Managers can also use an AI search tool to find specific training videos and resources for their teams.

Sources

• OpenAI offers AI for chip design, touts cost advantage over open-source
• OpenAI is pitching AI for chip design and undercutting Chinese open-source rivals on price
• OpenAI offers AI for chip design, touts cost advantage over open-source, CFO says
• Klaviyo Stock In Focus After AI CRM Upgrade And MNTN TV Partnership
• Why Is Advanced Micro Devices (AMD) Pushing Trust Based AI Security?
• CIVI: A Framework for Diagnosing Search Agent Failures in Civic Information
• How A.I. Tokens Work
• Fresh Thyme Expands Afresh AI Usage After Deli Sales Lift
• What Does Corning (GLW) Winning An 80 Million Mile Fiber Deal Mean?
• The Brooks Group Launches BrooksUP 2.0 with AI-Powered Sales Coaching