back
Get SIGNAL/NOISE in your inbox daily

OpenAI is expanding beyond software development by building its first dedicated robotics team and hiring hardware specialists.

Key Development: OpenAI’s technical staff member Caitlin Kalinowski announced on X that the company is recruiting for its first hardware robotics positions.

  • The company is seeking an EE sensing engineer to design sensor suites for robots
  • A robotics mechanical design engineer position is open to work on components like gears, actuators, motors, and linkages
  • Kalinowski, who joined OpenAI two months ago after leading AR glasses development at Meta, will head the robotics and consumer hardware initiatives

Strategic Focus: The robotics team aims to develop general-purpose robots and advance artificial general intelligence (AGI) capabilities in real-world environments.

  • The team will work across the entire model stack, combining advanced hardware and software
  • Multiple robotic form factors will be explored as part of the development process
  • The initiative seeks to integrate high-level AI capabilities with physical hardware constraints

Industry Context: OpenAI’s move into robotics represents a significant expansion of its hardware ambitions and could reshape existing partnerships.

  • The company previously collaborated with former Apple designer Jony Ive on hardware projects
  • OpenAI has an existing partnership with Figure, providing AI models for their humanoid robots
  • This internal robotics division could potentially position OpenAI as a competitor to Figure, similar to its complex relationship with Microsoft as both partner and competitor

Market Implications: The development of an in-house robotics division signals OpenAI’s intention to control both the software and hardware aspects of its AI implementation, potentially creating new competitive dynamics in the robotics industry.

  • This vertical integration strategy could give OpenAI more control over how its AI models are physically implemented
  • The company’s expansion into hardware development suggests a long-term vision for AI that extends beyond cloud-based services
  • The move may influence existing partnerships and future collaborations in the robotics sector

Recent Stories

Oct 17, 2025

DOE fusion roadmap targets 2030s commercial deployment as AI drives $9B investment

The Department of Energy has released a new roadmap targeting commercial-scale fusion power deployment by the mid-2030s, though the plan lacks specific funding commitments and relies on scientific breakthroughs that have eluded researchers for decades. The strategy emphasizes public-private partnerships and positions AI as both a research tool and motivation for developing fusion energy to meet data centers' growing electricity demands. The big picture: The DOE's roadmap aims to "deliver the public infrastructure that supports the fusion private sector scale up in the 2030s," but acknowledges it cannot commit to specific funding levels and remains subject to Congressional appropriations. Why...

Oct 17, 2025

Tying it all together: Credo’s purple cables power the $4B AI data center boom

Credo, a Silicon Valley semiconductor company specializing in data center cables and chips, has seen its stock price more than double this year to $143.61, following a 245% surge in 2024. The company's signature purple cables, which cost between $300-$500 each, have become essential infrastructure for AI data centers, positioning Credo to capitalize on the trillion-dollar AI infrastructure expansion as hyperscalers like Amazon, Microsoft, and Elon Musk's xAI rapidly build out massive computing facilities. What you should know: Credo's active electrical cables (AECs) are becoming indispensable for connecting the massive GPU clusters required for AI training and inference. The company...

Oct 17, 2025

Vatican launches Latin American AI network for human development

The Vatican hosted a two-day conference bringing together 50 global experts to explore how artificial intelligence can advance peace, social justice, and human development. The event launched the Latin American AI Network for Integral Human Development and established principles for ethical AI governance that prioritize human dignity over technological advancement. What you should know: The Pontifical Academy of Social Sciences, the Vatican's research body for social issues, organized the "Digital Rerum Novarum" conference on October 16-17, combining academic research with practical AI applications. Participants included leading experts from MIT, Microsoft, Columbia University, the UN, and major European institutions. The conference...