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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

#331

Post by ilaksh »

TheAceOfHearts wrote: post #300

I'm confused and a bit disturbed; honestly having a very difficult time internalizing and processing this information. This announcement is making me wonder if I'm poorly calibrated on the current progress of AI development and the potential path forward. Is the key idea here that current AI development has figured out enough to brute force a path towards AGI? Or I guess the alternative is that they expect to figure…

I think the only way you get to that kind of budget is by assuming that the models are like 5 or 10 times larger than most LLMs, and that you want to be able to do a lot of training runs simultaneously and quickly, AND build the power stations into the facilities at the same time. Maybe they are video or multimodal models that have text and image generation grounded in a ton of video data which eats a lot of VRAM.

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

#332

Post by toomuchtodo »

jazzyjackson wrote: post #163
ericcumbee wrote: post #68

Earlier quoted context omitted.

watching the press conference and Onsite power production were mentioned. I assume this means SMRs and solar.

just as likely to be natural gas or a combination of gas and solar. I don't know what supply chain looks like for solar panels, but I know gas can be done quickly [1], which is how this money has to be spent if they want to reach their target of 125 billion a year. The companies said they will develop land controlled by Wise Asset to provide on-site natural gas power plant solutions that can be quickly deployed to me…

US domestic PV module manufacturing capacity is ~40GW/year.

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

#333

Post by TuringNYC »

jameshart wrote: post #306
TuringNYC wrote: post #291

Earlier quoted context omitted.

>> 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... 1. The outlays can be over many years. 2. They can raise debt. People will happily invest at modest yields. 3. They can raise an equity fund.

Soooo this isn’t so much ‘announcing an investment’ as ‘announcing an investment opportunity ’? Why not continue: 4. They can start a kickstarter or go fund me 5. They can go on Dragons’ Den …

>> 4. They can start a kickstarter or go fund me

Debt/Equity Fundraising is basically a kickstarter! Remarkably similar.

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

#334

Post by jazzyjackson »

TheAceOfHearts wrote: post #300

I'm confused and a bit disturbed; honestly having a very difficult time internalizing and processing this information. This announcement is making me wonder if I'm poorly calibrated on the current progress of AI development and the potential path forward. Is the key idea here that current AI development has figured out enough to brute force a path towards AGI? Or I guess the alternative is that they expect to figure…

This announcement is from the same office as the guy that xeeted:

“My NEW Official Trump Meme is HERE! It's time to celebrate everything we stand for: WINNING! Join my very special Trump Community. GET YOUR $TRUMP NOW.”

Your calibration is probably fine, stargate is not a means to achieve AGI, it’s a means to start construction on a few million square feet of datacenters thereby “reindustrializing America”

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

#336

Post by PittleyDunkin »

serjester wrote: post #194

You have to keep in mind Microsoft is planning on spending almost 100B in datacenter capex this year and they're not alone. This is basically OpenAI matching the major cloud provider's spending. This could also be (at least partly) a reaction to Microsoft threatening to pull OpenAI's cloud credits last year. OpenAI wants to maintain independence and with compute accounting for 25–50% of their expenses (currently) [2]…

.

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

#337

Post by HarHarVeryFunny »

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.

[flagged]

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

#339

Post by ilaksh »

jazzyjackson wrote: post #198
jppope wrote: 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,…

I think that this is the obvious path to more robust models -- grounding language on video.
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