Scaling AI for everyone

kept by eddie feb 28

OpenAI raises $110B at $730B valuation from SoftBank, NVIDIA, and Amazon to scale AI infrastructure and products.

OpenAI Stargate: where the US sites stand
OpenAI's $500 billion Stargate project has seven US sites under construction totaling over 9 GW, with 0.3 GW already operational in Abilene, Texas.
also on SoftBank, #infrastructure, OpenAI, #ai
Wall Street Is Growing Skeptical of the Data Center Boom
Wall Street skepticism grows toward data-center IPOs as public backlash mounts against the facilities' energy consumption.
also on SoftBank, OpenAI, #business-strategy, #ai
Higher usage limits for Claude and a compute deal with SpaceX
Anthropic doubles Claude Code rate limits and API capacity for Opus models, enabled by a new compute partnership with SpaceX's Colossus 1 data center.
also on Amazon, Nvidia, #infrastructure, #business-strategy, #ai
9 theses on AI | Sarthak Munshi
AI progress is constrained by long-task reliability, labor reallocation, cost inefficiencies of general APIs, the declining value of raw coding skills, inadequate benchmark testing, the limits of formal verification without strong specs, memory-bound local hardware advantages, the shift from data to environment-driven training, and the rising competitiveness of US open-weight models.
also on Amazon, Nvidia, #enterprise, #ai-coding, #ai