So its not the hype anymore?
Softbank historically had been late to buy into the hype, but man do they buy big.
At least this time the CEO of their chosen company isn’t a yuppie cult leader wannabe.
Stargate Project: SoftBank, OpenAI, Oracle, MGX to build data centers
441–450 of 1001 posts
Re: Stargate Project: SoftBank, OpenAI, Oracle, MGX to build data centers
#442I hear this joked about sometimes or used as a metaphor, but in the literal sense of the phrase, are we in a cold war right now? These types of dollars feel "defense-y", if that makes sense. Especially with the big focus on energy, whatever that ends up meaning. Defense as a motivation can get a lot done very fast so it will be interesting to watch, though it raises the hair on my arms
We certainly are, if you ask me. Especially when you realize that we haven’t had official comms with Russia since the war in Ukraine broke out.
Re: Stargate Project: SoftBank, OpenAI, Oracle, MGX to build data centers
#443Re: Stargate Project: SoftBank, OpenAI, Oracle, MGX to build data centers
#444I hear this joked about sometimes or used as a metaphor, but in the literal sense of the phrase, are we in a cold war right now? These types of dollars feel "defense-y", if that makes sense. Especially with the big focus on energy, whatever that ends up meaning. Defense as a motivation can get a lot done very fast so it will be interesting to watch, though it raises the hair on my arms
Absolutely for instance: https://en.wikipedia.org/wiki/2024_United_States_telecommuni...
Right, but they've been doing that for a while, to everyone. The US is much quieter about it, right? But you can twist this move and see how the gov would not want to display that level of investment within itself as it could be interpreted as a sign of aggression. but it makes sense to me that they'd have no issue working through corporations to achieve the same ends but now able to deny direct involvement
Re: Stargate Project: SoftBank, OpenAI, Oracle, MGX to build data centers
#445~$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.
One possibility would be just to build their own power plants colocated with the datacenters and not interconnect at all.
Re: Stargate Project: SoftBank, OpenAI, Oracle, MGX to build data centers
#446Well - as part of the semi industry I'd like to say: Really appreciate it. Keep it coming!
Re: Stargate Project: SoftBank, OpenAI, Oracle, MGX to build data centers
#447I'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…
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Re: Stargate Project: SoftBank, OpenAI, Oracle, MGX to build data centers
#448I'm watching the announcement live from the white house and something about this just feels so strange and dystopian.
For me it's watching a gay man grovel at the feet of one of the most anti-LGBT politicians, a day after Trump signed multiple executive orders that dehumanized Altman and the LGBT community. Every token thinks they're special until they're spent.
Trump was the first president to come into office supporting gay marriage. Trump only has a problem with the "t" part of the community and only in bathrooms and sports, not in general.
Re: Stargate Project: SoftBank, OpenAI, Oracle, MGX to build data centers
#449> starting in Texas Maybe I just don't get it. Texas seems like an awful place to do business.
Based on what? There’s not a better state in the country for large capex gambles by business.
Re: Stargate Project: SoftBank, OpenAI, Oracle, MGX to build data centers
#450Wasn’t this announced months ago? I feel like it was. https://www.techradar.com/pro/could-amd-be-the-key-to-micros...
Interesting that 6 months ago, Microsoft was attached but now they're missing from today's announcement.