OpenAI announced its next-generation flagship model, GPT-6 Astra, and claimed that it offers “the world’s best intelligence and alignment performance at present.” Goldman Sachs Research said that the leap in intelligence would support the AI bull market, while President Greg Brockman (グレッグ・ブロックマン) described Astra as “a one-generation leap.”
OpenAI formally announced its new GPT-6 Astra model, claiming that it has the world’s best intelligence and alignment performance at present. Reports said Astra’s leap in intelligence was viewed as a bullish factor for the AI market, with SoftBank and Oracle shares showing optimistic moves. In a conference call, President Greg Brockman (グレッグ・ブロックマン) described Astra as “a one-generation leap” and suggested the arrival of the AGI era.
Rich Pribolotsky (リッチ・プリボロツキー), head of Goldman Sachs’ delta-one trading desk, assessed in a report that Astra’s leap in intelligence was the true signal of an AI bull market. He argued that the evolution of intelligence, rather than lower prices alone, would reshape the demand curve, and highlighted spillover effects on competitors and the continuation of the capital investment cycle.
In the report, he described Astra as “extremely significant” and expressed the view that it had pulled decisively ahead of its competitors. He explained that the market’s true source of excitement was the clear fact that a large model had pulled ahead and that this would stimulate long-term investment appetite. The report distinguished between lower prices and a leap in intelligence, stating that the latter would reactivate demand.
From the perspective of the Japanese market, attention focused on the impact of SoftBank’s investment in OpenAI on its share price movements and valuation. Reports said SoftBank was entering a phase in which it would record substantial profits through its investment in OpenAI, and that financing methods such as bridge loans and retail bonds were being used to secure the associated risks.