521–530 of 1001 posts
What will be powering all these data centers? The thought of exponentially increasing our fossil fuel consumption scares the hell out of me.
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...
What a waste of a great name. Why form a separate company for this?
To get out from under OpenAI’s considerable obligation to Microsoft. That is why there is the awkward “we’ll continue to consume Azure” sentence in there. Will be interesting to see if it works or if MS starts revving up their lawyers.
~$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.
Maybe they will invest in nuclear reactors. Data center, AI and nuclear power stations. Three advanced technologies, that's pretty good.
Earlier quoted context omitted.
Largest GPU cluster at the moment is X.ai's 100K H100's which is ~$2.5B worth of GPUs. So, something 10x bigger (1M GPUs) is $25B, and add $10B for 1GW nuclear reactor. This sort of $100-500B budget doesn't sound like training cluster money, more like anticipating massive industry uptake and multiple datacenters running inference (with all of corporate America's data sitting in the cloud).
Shouldn't there be a fear of obsolescence?
I've read that some datacenters run mixed generation GPUs - just updating some at a time, but not sure if they all do that.
It'd be interesting to read something about how updates are typically managed/scheduled.
~$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.
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'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…
"There are maybe a few hundred people in the world who viscerally understand what's coming. Most are at DeepMind / OpenAI / Anthropic / X but some are on the outside. You have to be able to forecast the aggregate effect of rapid algorithmic improvement, aggressive investment in building RL environments for iterative self-improvement, and many tens of billions already committed to building data centers. Either we're a…
She interfaces with AI Agents of companies, organizations, friends, family, etc to get things done for you (or to learn from..what's my friends bday his agent tells yours) automagically and she is like a friend. Always there for you at your beckon call like in the movie H.E.R.
Zuckerberg's glasses that can not take selfies will only be complimentary to our AI phones.
That's just my guess and desire as fervent GPT user, as well a Meta Ray Ban wearer (can't take selfies with glasses).
Last year, sama goal was 5 to 7T. Now he is going with 100B, with option for another 400B. Huge numbers, but it still feels like a bit of a down turn.