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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

#531
post #399

Earlier quoted context omitted.

Oracle actually has a ton of gpus Not sure how they knew to buy them or why but they have them. Mostly seem to be lending them out. Think mostly OpenAI. Or was it MS. One of the big dogs

Still, the worst positioned cloud provider to tackle this job. Both for the project and for eventual users of whatever eldritch abomination that cames out of this.

Oracle is trusted by large enterprises. So OpenAI wants to attach itself to Oracle's brand.

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

#532
post #399

Earlier quoted context omitted.

Oracle actually has a ton of gpus Not sure how they knew to buy them or why but they have them. Mostly seem to be lending them out. Think mostly OpenAI. Or was it MS. One of the big dogs

Still, the worst positioned cloud provider to tackle this job. Both for the project and for eventual users of whatever eldritch abomination that cames out of this.

Oracle is trusted by large enterprises, banks, governments. So OpenAI wants to attach itself to Oracle's brand.

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

#533
post #374

Earlier quoted context omitted.

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.

Is there really any government involvement here? I only see Softbank, Oracle, and OpenAI pledging to invest $500B (over some timescale), but no real support on the government end outside of moral support. This isn't some infrastructure investment package like the IRA, it's just a unilateral promise by a few companies to invest in data centers (which I'm sure they are doing anyway).

I thought all the big corps had projects for the military already, if not DARPA directly, which is the org responsible for lots of university research (the counterpart to the NSF, which is the nice one that isn't funded by the military)?

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

#534

Earlier quoted context omitted.

Serious question - why Texas???

Texas is a world leader in renewable energy. Easy permitting, lots of space, lots of existing grid infrastructure from the o&g industry.

Why do you think datacenters have actually been built in Oregon?

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

#535

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

Isn't it better to control robots from the data center? You can get 30ms round-trip to most urban centers, which is sufficient latency for most tasks; lower weight & cost robots with better battery life, and more uptime on compute (e.g. the GPU isn't sitting there doing nothing when the user is sleeping) which means lower cost to consumer for the same end result.

For self-driving you need edge compute because a few milliseconds of latency is a safety risk, but for many applications I don't see why you'd want that.

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

#536
post #464

Earlier quoted context omitted.

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.

hundreds of thousands of jobs? I'll wait for the postmortem on that prediction. Sounds a lot like Foxconn in Wisconsin but with more players.

> hundreds of thousands of jobs?

I'm sure this will easily be true if you count AI as entities capable of doing jobs. Actually, they don't really touch that (if AI develops too quickly, there will be a lot of unemployment to contend with!) but I get the national security aspect (China is full speed ahead on AI, and by some measurements, they are winning ATM).

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

#539
post #504

For fun, I calculated how this stacks up against other humanity-scale mega projects. Mega Project Rankings (USD Inflation Adjusted) The New Deal: $1T, Interstate Highway System: $618B, OpenAI Stargate: $500B, The Apollo Project: $278B, International Space Station: $180B, South-North Water Transfer: $106B, The Channel Tunnel: $31B, Manhattan Project: $30B Insane Stuff.

Those are all public projects except for one..

[deleted]

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

#540

Earlier quoted context omitted.

One possibility would be just to build their own power plants colocated with the datacenters and not interconnect at all.

I like how you think this is possible.

Lol, how is it not possible?
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