Silicon Valley flooded the news this week with titles for AI Infrastructure Infrastructure.
Nvidia said it would invest up to $ 100 billion in Openai. Openai then said he would create five more Stargate AI data centers with Oracle and Softbank, adding gigawatts new capacity online in the coming years. And later it was revealed that Oracle sold $ 18 billion to bonds to pay for these data centers.
By themselves, every deal is stunned on a scale. But overall, we see how Silicon Valley moves the sky and the earth to give Openai enough power to train and serve future Chatgpt versions.
This week at Equity, Anthony Ha and I (Max Zeff) go beyond the titles to break what is really going on in these AI infrastructure deals.
Probably conveniently, Openai also gave the world a look at this week of a powerful power intensity that could serve more widely if it had access to more AI data centers.
The company started Pulse – a new Chatgpt feature that operates overnight to deliver personalized morning updates to users. Experience feels similar to a news app or a social flow – something you check the first thing in the morning – but does not have positions from other users or ads (still).
Pulse is part of a new category of OpenAi products that operate independently, even when users are not in the chatgpt application. The company would like to deliver much more of these features and roll them to free users, but are limited by the number of computer servers available to them. Openai said it can only offer a pulse to Pro subscribers of $ 200-a-month at the moment due to capacity restrictions.
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The real question is whether characteristics such as Pulse deserve the hundreds of billions of dollars invested in AI data centers to support Openai. The feature looks cool and everything, but this is a tall class.
Watch the full episode to hear more about the huge AI infrastructure investment that reshapes Silicon Valley, Tiktok’s Saga and policy changes affecting Tech’s biggest players.
