Silicon Valley flooded the information this week with headlines about wild AI infrastructure investments.
Nvidia stated it might make investments as much as $100 billion in OpenAI. Then OpenAI stated it might construct out 5 extra Stargate AI knowledge facilities with Oracle and Softbank, including gigawatts of latest capability on-line within the coming years. And it was later revealed that Oracle bought $18 billion in bonds to pay for these knowledge facilities.
On their very own, every deal is dizzying in scale. However in mixture, we see how Silicon Valley is shifting heaven and Earth to offer OpenAI sufficient energy to coach and serve future variations of ChatGPT.
This week on Fairness, Anthony Ha and I (Max Zeff) transcend the headlines to interrupt down what’s actually occurring in these AI infrastructure offers.
Somewhat conveniently, OpenAI additionally gave the world a glimpse this week of a power-intensive function it may serve extra broadly if it had entry to extra AI knowledge facilities.
The corporate launched Pulse — a brand new function in ChatGPT that works in a single day to ship personalised morning briefings for customers. The expertise feels much like a information app or a social feed — one thing you examine very first thing within the morning — however doesn’t have posts from different customers or adverts (but).
Pulse is a part of a brand new class of OpenAI merchandise that works independently, even when customers aren’t within the ChatGPT app. The corporate want to ship much more of those options, and roll them out to free customers, however they’re restricted by the variety of laptop servers obtainable to them. OpenAI stated it could solely provide Pulse to its $200-a-month Professional subscribers proper now resulting from capability constraints.
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The true query is whether or not options like Pulse are well worth the a whole bunch of billions of {dollars} being invested in AI knowledge facilities to assist OpenAI. The function seems cool and all, however that’s a tall order.
Watch the complete episode to listen to extra in regards to the large AI infrastructure investments reshaping Silicon Valley, TikTok’s possession saga, and the coverage adjustments affecting tech’s greatest gamers.
