AI Sector Analysis: September 30, 2025
AI sector pivots to commerce, safety controls amid model wars
Anthropic and OpenAI unveiled new models and enterprise tools on September 29, 2025, while NVIDIA announced up to $100 billion in OpenAI infrastructure commitments. The announcements marked a shift toward agentic systems capable of autonomous multi-hour tasks and direct consumer transactions, as regulatory pressure mounted on AI safety and California enacted first-in-nation frontier AI transparency requirements.
Anthropic released Claude Sonnet 4.5 and upgraded Opus 4.1, claiming state-of-the-art coding performance, while OpenAI launched in-chat purchasing through a new commerce protocol with Stripe and deployed parental controls following a teen suicide lawsuit. NVIDIA committed up to $100 billion for 10 gigawatts of …
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