NVIDIA investing $100 billion in OpenAI with plans to build 10 gigawatts of data center capacity. Sam Altman:
Compute infrastructure will be the basis for the economy of the future, and we will utilize what we’re building with NVIDIA to both create new AI breakthroughs and empower people and businesses with them at scale.
So much money, so many plates spinning in the air. I’m increasingly thinking that we’ll have OpenAI and Google for the mainstream, Anthropic carving out an enterprise niche, Meta doing the ads thing, open source models… and the rest of the industry is going to fade away.