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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

#261

Data centers are overrated, local AI is what’s necessary for humanoid (and other) robots, which will be the most economically impactful use case.

You definitely still need data centers to train the models that you’ll run locally. Also if we achieve AGI you can bet it won’t be available to run locally at first.

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

#262

"create hundreds of thousands of American jobs"... Given the current educational system in the US, this should be fun to watch. Oh yeah, Musk and his H-1B Visa thing. Now it's making sense.

If they're creating that many jobs, it means most of them are construction work.

Skilled labor for sure, but not necessarily college educated.

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

#264

It seems early for this sort of move. This is also a huge spin on the whole thing that could throw a lot of people off. Is there any planned future partnerships? Stargate implies something about movies and astronomy. Movies in particular have a lot of military influence, but not always. So, what's the play? Help mankind or go after mankind? Also, can I opt-out right now?

Why is it early from your perspective?

If one is expecting to have an AGI breakthrough in the next few years, this is exactly the prepositioning move one would make to be able to maximally capitalize on that breakthrough.

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

#265
post #158

Earlier quoted context omitted.

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.

It seems to me you could generate a lot of fresh information from running every youtube video, every hour of TV on archive.org, every movie on the pirate bay -- do scene by scene image captioning + high quality whisper transcriptions (not whatever junk auto-transcription YouTube has applied), and use that to produce screenplays of everything anyone has ever seen. I'm not sure why I've never heard of this being done,…

The fact that OpenAI can just scrape all of Youtube and Google isn't even taking legal action or attempting to stop it is wild to me. Is Google just asleep?

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

#266

Where are they getting the $500B? Softbank's market cap is 84b and their entire vision fund is only $100b, Oracle only has $11b cash on hand, OpenAI's only raised $17b total...

Sleight of hand with the phrasing "up to" $500B.

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

#267

Earlier quoted context omitted.

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.

Google definitely needs outside investment to spend $500b on capex.

TFA says $100 billion. The $500 is maybe, eventually.

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

#268

"create hundreds of thousands of American jobs"... Given the current educational system in the US, this should be fun to watch. Oh yeah, Musk and his H-1B Visa thing. Now it's making sense.

Data centers are nearly all blue collar work.

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

#270
post #158

Earlier quoted context omitted.

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.

That's not really true - the current generation, as in "of the last three months", uses reinforcement learning to synthesize new training data for themselves: https://huggingface.co/deepseek-ai/DeepSeek-R1-Zero

It worked well for the Habsburg family; what could go wrong?
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