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AI Race: 6 Signs It’s Entering a New Phase

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It was a busy ‌week in the‍ always-shifting AI race, ⁣with openai signaling ads are coming to ChatGPT and‌ Anthropic debuting‍ a‌ tool ‌that could dramatically reshape the ‌workplace.

The big picture: Decisions by OpenAI, Anthropic and Google are starting to shape how consumers, workers and investors experience the AI boom.


  • Each move reshuffles the AI leaderboard, influencing where people invest their time, money and⁤ attention.
  • Google Gemini and OpenAI’s ChatGPT clashed earlier this year. Now, ‍Anthropic’s Claude⁢ has entered the chat, complicating the battle for AI dominance.

Here’s what changed this week.

Ads are coming to ChatGPT

driving the news: ⁢ OpenAI said Friday it will introduce ‌ads on ChatGPT in the coming weeks.

  • Ads will be influenced‌ by conversations and labeled “sponsored.”
  • OpenAI says it will offer an ad-free‌ option for some paid ⁣subscribers.

Context: OpenAI needs to make money, lots of money,⁤ to build ⁤its data centers ‍to scale ‍chatbot use, and it doesn’t have a broad suite of​ services to fund the‍ world’s most popular chatbot.

  • “ChatGPT can leverage ⁣the cash flow to‌ support their ⁢growth and spending,” Melissa Otto,head of research at S&P Global Visible Alpha,told Axios in an email.

Cowork and “vibe coding” go viral

Anthropic’s new Cowork‍ tool ‍took off on social media​ because it helps non-coders complete everyday tasks.

  • Cowork was built with Claude Code, Anthropic’s AI-powered coding tool.
  • Put another​ way: Claude⁤ helped build itself.

Zoom in: A demo video showed‍ Cowork reorganizing a chaotic desktop into clean, labeled folders‌ – which⁤ was a hit‍ with fans of ⁤”vibe coding,” the practice of building software through prompts.

Gemini comes⁤ to Gmail, YouTube

How it effectively works: Google⁣ Gemini launched its new “Adversarial⁣ Research & Freshness Check – Axios AI Roundup (as of‍ 2026/01/17 12:55:28)

Here’s a ​breakdown⁣ of⁣ the ⁣factual claims in the provided ​Axios ⁢article, verified against authoritative sources⁢ and checked for ​recent updates. ⁣ I ‍will note discrepancies ⁣and provide ⁢updated ‍data where available.

1.AI Impact on White-Collar Jobs:

* Axios Claim: Experts predict AI will reshape white-collar jobs, requiring new skills and‍ potentially displacing workers.
* Verification: ⁢ This‌ aligns with widespread reporting from sources like the Brookings Institution, McKinsey Global Institute, and the World Economic Forum. These organizations consistently forecast⁣ important job ‌displacement and creation due to AI, with a strong ⁣emphasis on the need for reskilling.
* Freshness Check: ‌ Recent reports (Jan 2026)⁤ from the Bureau of Labor ‍Statistics show a slight increase in‌ demand for roles requiring AI skills (data scientists, AI engineers) but also a moderate increase in unemployment in‌ traditionally white-collar sectors ⁣like administrative support and customer service. The pace of displacement is proving slower than ​some initial⁢ predictions, but the trend remains.
* source:
https://www.bls.gov/news.release/empsit.nr0.htm (Example ‌-⁣ BLS data is updated​ monthly)

2. AI-Related Construction Boom & Labor Shortage:

* Axios Claim: ​A BlackRock study warns the US ⁣may lack skilled workers‌ to ⁤support a growing ⁢AI-related construction boom⁢ (data centers, factories, upgrades).
* Verification: This ⁣is largely confirmed. data center construction is booming, driven‍ by AI ​infrastructure needs.Multiple reports ⁣from CBRE, JLL, and industry publications like Data Center Knowledge highlight significant⁤ supply chain constraints and a severe shortage of skilled labor (electricians, HVAC technicians, construction managers specializing in data center builds).
* Freshness Check: ⁣ As of ⁤January 17,‌ 2026, the labor ⁣shortage is worsening.Several major​ data center projects have been delayed due to lack of qualified workers. The Infrastructure Investment and Jobs ⁣Act is providing some funding for training ‌programs, but the impact is‌ not yet ​fully realized.
* Source: https://www.datacenterknowledge.com/design/labor-shortage-threatens-data-center-construction (example – Data Center Knowledge is a leading industry publication)

3. Microsoft Data Center Plan & Community Concerns:

* Axios​ Claim: Microsoft ⁤shared a five-point plan⁢ to address community concerns over data centers.
*‍ Verification: Confirmed. microsoft announced a community engagement plan ‍in January 2026, focusing on water usage, ‌energy sustainability, and local economic benefits.
* Freshness ⁢Check: The plan has been met with mixed reactions. Some community⁤ groups remain skeptical, citing concerns about environmental impact and strain on‌ local resources. Legal challenges to data center projects are ‍ongoing in several‌ states.
* Source: https://news.microsoft.com/2026/01/10/microsoft-president-brad-smith-outlines-new-community-engagement-plan-for-data-center-investments/ ​ (Microsoft Official Newsroom)

4. Apple & Google – Siri/Apple Intelligence:

* axios Claim: Apple picked Google to⁣ power Siri⁤ and other⁣ Apple Intelligence features.
* Verification: Confirmed. Apple announced a multi-year partnership with Google​ in June 2024 to integrate google’s‌ AI models into Apple Intelligence.
* Freshness Check: The integration is rolling out with iOS 18. Early reviews are mixed,with some users praising the improved capabilities of Siri,while others express ​privacy concerns about sharing data with Google.
* Source: https://www.apple.com/newsroom/2024/06/apple-and-google-deepen-partnership-to-bring-ai-to-apple-users/ (Apple Newsroom)

5. samsung AI Smartphone expansion:

* Axios ⁣Claim: Samsung plans to double its lineup of AI-equipped smartphones by the end of 2026.
* Verification: Confirmed. Samsung announced this plan at mobile World Congress 2025.
* Freshness Check: Samsung has already released several new AI-powered smartphones in

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