What’s behind the massive AI data center headlines?
Silicon Valley flooded the news this week with newspaper heads over wild AI infrastructure investments.
Nvidia said it would invest up to $ 100 billion in OpenAI. Then OpenAI said it would build five Stargate AI data centers with Oracle and Softbank, and add Gigawatt with new capacity online in the coming years. And later it was revealed that Oracle sold $ 18 billion in bonds to pay these data centers.
In itself every deal is dizzy in scale. But in total we see how Silicon Valley Heaven and Earth moves to give OpenAi enough power to train and serve future versions of Chatgpt.
This week on Equity, Anthony Ha and I (Max Zeff) go further than the headlines to break down what is really going on in this AI infrastructure agreements.
Quite handy, OpenAi also gave the world a glimpse of this week of a power-intensive function that could serve it wider if it had access to more AI data centers.
The company launched Pulse – a new position in Chatgpt that works at night to deliver personalized morning briefings for users. The experience feels similar to a news app or a social feed – something that you first check in the morning – but has no messages from other users or advertisements (yet).
Pulse is part of a new class of OpenAI products that works independently, even when users are not in the chatgpt -app. The company wants to deliver much more of these functions and roll them out into free users, but they are limited by the number of available computer servers. OpenAi said that it can only offer Pulse to its $ 200-per-month pro-subscribers due to capacity restrictions.
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The real question is whether functions such as Pulse are worth the hundreds of billions of dollars that are invested in AI data centers to support OpenAI. The function looks cool and such, but that is quite a challenge.
View the full episode to hear more about the enormous AI infrastructure investments that reform Silicon Valley, Tiktok’s ownershipga and the policy changes that influence the largest players of Tech.
