DevDay Doors are open
Doors to the venue have opened, so CNBC and other attendees are heading inside to get registered and enjoy some breakfast ahead of Atlman’s keynote.
— Ashley Capoot
Line is forming outside the venue
OpenAI DevDay
Ashley Capoot | CNBC
It’s a crisp 60 degree morning here in San Francisco, and a line is starting to form outside the DevDay venue. Doors open at 8:30 a.m PT.
— Ashley Capoot
The DevDay Schedule
Here’s what’s on the agenda at this year’s DevDay.
10 a.m PT: Altman will deliver the opening keynote with Romain Huet, OpenAI’s head of developer experience. The pair will share announcements and walk through live demos. This session will be livestreamed.
11:15 a.m. PT: Three different sessions: “Context Engineering & Coding Agents with Cursor,” “Orchestrating Agents at Scale” and “OpenAI on OpenAI: Applying AI to Our Own Workflows.”
12:00 p.m. PT: Two sessions: “Evals in Action: From Frontier Research to Production Applications” and “Built for SF by SF: AI Solutions Helping Our City Thrive.”
12:30 p.m. PT: A session called “Shipping with Codex” will kick off, where four OpenAI employees will discuss how the company’s engineers use Codex’s coding tools.
12:45 p.m. PT: Attendees can listen to a talk called “Model Behavior: The Science of AI Style.”
1:15 p.m. PT: Two different sessions: “AMA: Scaling AI Applications into the Enterprise” and “Live Demo Showcase: Tools That 10x Your Codebase” will kick off.
2:00 p.m. PT: Three different sessions: “Sora, ImageGen, and Codex: The Next Wave of Creative Production,” Building with Open Models,” and “Measuring Agents with Interactive Evaluations.”
3:15 p.m. PT: Brockman and Olivier Godement, OpenAI’s head of platform, will give the “Developer State of the Union.” The pair will discuss how OpenAI’s Codex, gpt-oss and API can help developers build. This talk will not be livestreamed.
4:15 p.m. PT: DevDay will close with a conversation between Altman and Ive, where they will discuss “design process, and what it means to build tools thoughtfully, responsibly, and beautifully,” according to OpenAI. This chat will not be livestreamed.
— Ashley Capoot
OpenAI strikes another big infrastructure deal, this time with AMD
Early Monday, OpenAI announced a deal with Advanced Micro Devices that sent the chipmaker’s stock soaring more than 30%.
OpenAI will deploy 6 gigawatts of AMD’s Instinct graphics processing units over several years, the companies said. AMD has also issued OpenAI a warrant for up to 160 million shares of AMD common stock with vesting milestones tied to both deployment volume and AMD’s share price.
“We need as much computing power as we can possibly get,” OpenAI President Greg Brockman told CNBC in an interview on Monday.
— Ashley Capoot
Altman teases DevDay in a post on X
Sam Altman, CEO of OpenAI, attends the annual Allen and Co. Sun Valley Media and Technology Conference at the Sun Valley Resort in Sun Valley, Idaho, on July 8, 2025.
David A. Grogan | CNBC
