The Silicon Valley was flooded by the headlines about investments in the infrastructure of wild AI.
Nvidia said she would invest to $ 100 billion in OpenAI. Then Opeli said that he would build five more Stargate AI data centers with Oracle and Softbank, adding gigawatts with modern online capacities in the coming years. And later it was revealed that Oracle sold $ 18 billion in bonds to pay for these data centers.
Each relaxation agreement itself is staggering on a scale. But the aggregate we see how the Silicon Valley moves heaven and earth to give sufficient OpenAI power to train and serve future versions of chatgpt.
This week, Anthony Ha and I (Max Zeff) went beyond the headlines to break down what really happens in these AI infrastructure contracts.
Rather conveniently, Opeli threw the world this week this week, which can be used more widely if he had access to a larger number of AI data centers.
The company has launched Pulse – a modern function in ChatgPT, which works at night to provide personalized morning severance pay for users. Experience is similar to the information application or social channel – something you check first in the morning – but you don’t have posts from other users or advertising (yet).
Pulse is part of the modern Openai product class, which works independently, even if users are not in the chatgpt application. The company would like to provide much more these functions and introduce them to free users, but is confined by the number of available computer servers. Opeli said that he can now offer an impulse to its subscribers with $ 200 per month due to capacity restrictions.
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The real question is whether functions such as Pulse are worth hundreds of billions of dollars invested in AI data centers to operate OpenAI. This function looks frosty and everything, but it’s a high order.
Watch the full episode to learn more about mass investments in AI infrastructure, transforming the Silicon Valley, the Saga of Property of Tiktok and the change of policy influencing the largest Tech players.