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Stargate Project: SoftBank, OpenAI, Oracle, MGX to build data centers

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Re: Stargate Project: SoftBank, OpenAI, Oracle, MGX to build data centers

#152

Post by modeless »

lvl155 wrote: post #33

It appears this basically locks out Google, Amazon and Meta. Why are we declaring OpenAI as the winner? This is like declaring Netscape the winner before the dust settled. Having the govt involved in this manner can’t be a good thing.

I generally agree that government sponsorship of this could be bad for competition. But Google in particular doesn't necessarily need outside investment to compete with this. They're vertically integrated in AI datacenters and they don't have to pay Nvidia.

Re: Stargate Project: SoftBank, OpenAI, Oracle, MGX to build data centers

#153

Post by kandesbunzler »

constantcrying wrote: post #91
heydenberk wrote: post #29

~$125B per year would be 2-3% of all domestic investment. It's similar in scale to the GDP of a small middle income country. If the electric grid — particularly the interconnection queue — is already the bottleneck to data center deployment, is something on this scale even close to possible? If it's a rationalized policy framework (big if!), I would guess there's some major permitting reform announcement coming soon.

They say this will include hundreds of thousands of jobs. I have little doubt that dedicated power generation and storage is included in their plans. Also I have no doubt that the timing is deliberate and that this is not happening without government endorsement. If I had to guess the US military also is involved in this and sees this initiative as important for national security.

[flagged]

Re: Stargate Project: SoftBank, OpenAI, Oracle, MGX to build data centers

#155

Post by entropicdrifter »

bitmasher9 wrote: post #101
burnte wrote: post #49

Earlier quoted context omitted.

That was literally my question. Is this basically just for more datacenters, NVidia chips, and electricity with a sprinkling of engineers to run it all? If so, then that $500bn should NOT be invested in today's tech, but instead in making more powerful and power efficient chips, IMO.

I don’t know if $500bn could put anyone ahead of nvidia/tmc.

Nvidia's in on it, so presumably this is a doubling-down on Nvidia as the chip developers

Re: Stargate Project: SoftBank, OpenAI, Oracle, MGX to build data centers

#158

Post by jppope »

non- wrote: post #16

Any clues to how they plan to invest $500 billion dollars? What infrastructure are they planning that will cost that much?

Reasonably speaking, there is no way they can know how they plan to invest $500 billion dollars. The current generation of large language models basically use all human text thats ever been created for the parameters... not really sure where you go after than using the same tech.

Re: Stargate Project: SoftBank, OpenAI, Oracle, MGX to build data centers

#159

Post by dutchbookmaker »

barbazoo wrote: post #20

> This project will [...] support the re-industrialization of the United States How?

I thought this meant it was $500 billion in government money.

Some of these companies do have huge cash reserves they don't know what to do with so if it is $500 billion of private money, I am not going to complain.

I will believe it when I see it though and that this isn't a 100 billion in private money with a 400 billion dollar free US government put option for the "private" investors if things don't go perfect.

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