Live data from Hacker News

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

apnews.com

601–610 of 1001 posts

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

#602

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]…

How is compute only 50% of their expenses?

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

#603

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 see it somewhat differently. It is not that technology has reached a level where we are close to AGI, we just need to throw in a few more coins to close the final gap. It is probably the other way around. We can see and feel that human intelligence is being eroded by the widespread use of LLMs for tasks that used to be solved by brain work. Thus, General Human Intelligence is declining and is approaching the level of current Artificial Intelligence. If this process can be accelerated by a bit of funding, the point where Big Tech can overtake public opinion making will be reached earlier, which in turn will make many companies and individuals richer faster, also the return on investment will be closer.

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

#604
post #589

This is so much money with which we could actually solve problems in the world. maybe even stop wars which break out because of scarcity issues. maybe i am getting to old or to friendly to humans, but it's staggering to me how the priorities are for such things.

The US can't stop the wars it wants others to fight for them even if it means population collapse like in Ukraine, Israel and Taiwan.

well, it also starts a fair share of wars, or lets say, "brings freedom and democracy in exchange for resources and power" and sometimes even decides to topple leaders in foreign countries to then put puppets into place.

https://en.wikipedia.org/wiki/United_States_involvement_in_r...

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

#605
post #430

Earlier quoted context omitted.

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

Hasn't the US decided to prefer nuclear and fossil fuels (most expensive generation methods) over renewables (least expensive generation methods)?[1][2] I doubt the US choice of energy generation is ideological as much a practicality. China absolutely dominates renewables with 80% of solar PV modules manufactured in China and 95% of wafers manufactured in China.[3] China installed a world record 277GW of new solar PV…

> Hasn't the US decided to prefer nuclear and fossil fuels (most expensive generation methods) over renewables (least expensive generation methods)?[1][2]

This completely ignores storage and the ability to control the output depending on needs. Instead of LCOE the LFSCOE number makes much more sense in practical terms.

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

#606

Earlier quoted context omitted.

"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…

> there's a tendency here to these these people behind the scenes are all charlatans, fueling hype without equal substance hoping to make a quick buck before it all comes crashing down, but i don't think that's true at all. I think these people really genuinely believe they're going to get there. I don't immediately disagree with you but you just accidentally also described all crypto/NFT enthusiasts of a few years a…

NFTs couldn't pass the Turing test, something I didn't expect to witness in my lifetime.

The two are qualitatively different.

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

#608
post #589

This is so much money with which we could actually solve problems in the world. maybe even stop wars which break out because of scarcity issues. maybe i am getting to old or to friendly to humans, but it's staggering to me how the priorities are for such things.

>wars which break out because of scarcity issues

That doesn't seem to be much of a thing these days. If you look at Russia/Ukraine or China/Taiwan there's not much scarcity. It's more bullying dictator wants to control the neighbours issues.

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

#609

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.

4. The US government can chip in via grants, tax breaks or contracts. It's all very Dr. Strangelove. "Mr. President, we must not allow an AI gap! Now give us billions"

Is Elon putting on some black leather?

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

#610

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...

I think it's more announce the plan first, then try to find the investors for most of it.
Post reply on HN