¿Qué hay detrás de las noticias sobre los grandes centros de datos de IA?
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Silicon Valley inundó las noticias esta semana con titulares sobre inversiones masivas en infraestructura de AI.
Nvidia dijo que invertiría hasta $100 mil millones en OpenAI. Luego, OpenAI dijo que construiría cinco nuevos centros de datos Stargate AI con Oracle y SoftBank, añadiendo gigavatios de nueva capacidad en línea en los próximos años. Y más tarde se reveló que Oracle vendió $18 mil millones en bonos para pagar por estos centros de datos.
Por separado, cada acuerdo es abrumador en escala. Pero en conjunto, vemos cómo Silicon Valley está moviendo cielo y tierra para dar a OpenAI suficiente poder para entrenar y servir futuras versiones de ChatGPT.
Esta semana en Equity, Anthony Ha y yo (Max Zeff) vamos más allá de los titulares para desglosar qué está realmente pasando en estos acuerdos de infraestructura de AI.
Rather conveniently, OpenAI also gave the world a glimpse this week of a power-intensive feature it could serve more broadly if it had access to more AI data centers.
The company launched Pulse — a new feature in ChatGPT that works overnight to deliver personalized morning briefings for users. The experience feels similar to a news app or a social feed — something you check first thing in the morning — but doesn’t have posts from other users or ads (yet).
Pulse is part of a new class of OpenAI products that works independently, even when users aren’t in the ChatGPT app. The company would like to deliver a lot more of these features, and roll them out to free users, but they’re limited by the number of computer servers available to them. OpenAI said it can only offer Pulse to its $200-a-month Pro subscribers right now due to capacity constraints.
The real question is whether features like Pulse are worth the hundreds of billions of dollars being invested in AI data centers to support OpenAI. The feature looks cool and all, but that’s a tall order.
Watch the full episode to hear more about the massive AI infrastructure investments reshaping Silicon Valley, TikTok’s ownership saga, and the policy changes affecting tech’s biggest players.