Silicon Valley flooded the information this week with headlines about wild AI infrastructure investments.
Nvidia mentioned it could make investments as much as $100 billion in OpenAI. Then OpenAI mentioned it could construct out 5 extra Stargate AI information facilities with Oracle and Softbank, including gigawatts of latest capability on-line within the coming years. And it was later revealed that Oracle offered $18 billion in bonds to pay for these information facilities.
On their very own, every deal is dizzying in scale. However in combination, we see how Silicon Valley is shifting heaven and Earth to provide OpenAI sufficient energy to coach and serve future variations of ChatGPT.
This week on Fairness, Anthony Ha and I (Max Zeff) transcend the headlines to interrupt down what’s actually occurring in these AI infrastructure offers.
Fairly conveniently, OpenAI additionally gave the world a glimpse this week of a power-intensive characteristic it may serve extra broadly if it had entry to extra AI information facilities.
The corporate launched Pulse — a brand new characteristic in ChatGPT that works in a single day to ship customized morning briefings for customers. The expertise feels just like a information app or a social feed — one thing you verify very first thing within the morning — however doesn’t have posts from different customers or adverts (but).
Pulse is a part of a brand new class of OpenAI merchandise that works independently, even when customers aren’t within the ChatGPT app. The corporate wish to ship much more of those options, and roll them out to free customers, however they’re restricted by the variety of pc servers accessible to them. OpenAI mentioned it may well solely provide Pulse to its $200-a-month Professional subscribers proper now as a consequence of capability constraints.
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The actual query is whether or not options like Pulse are definitely worth the lots of of billions of {dollars} being invested in AI information facilities to help OpenAI. The characteristic seems cool and all, however that’s a tall order.
Watch the total episode to listen to extra concerning the large AI infrastructure investments reshaping Silicon Valley, TikTok’s possession saga, and the coverage modifications affecting tech’s greatest gamers.