OpenAI Plans To Shift compute Needs From Microsoft To SoftBank (techcrunch.com) 3
According to The Information (paywalled), OpenAI plans to shift most of its computing power from Microsoft to SoftBank-backed Stargate by 2030. Techcrunch reports: That represents a major shift away from Microsoft, OpenAI's biggest shareholder, who fulfills most of the startup's power needs today. The change won't happen overnight. OpenAI still plans to increase its spending on Microsoft-owned data centers in the next few years.
During that time, OpenAI's overall costs are set to grow dramatically. The Information reports that OpenAI projects to burn $20 billion in cash during 2027, far more than the $5 billion it reportedly burned through in 2024. By 2030, OpenAI reportedly forecasts that its costs around running AI models, also known as inference, will outpace what the startup spends on training AI models.
During that time, OpenAI's overall costs are set to grow dramatically. The Information reports that OpenAI projects to burn $20 billion in cash during 2027, far more than the $5 billion it reportedly burned through in 2024. By 2030, OpenAI reportedly forecasts that its costs around running AI models, also known as inference, will outpace what the startup spends on training AI models.
Sure... (Score:2)
Who cares? (Score:1)
In the mean time it would be nice if these guys would solve some real world problems that affect millions: Such as removing all the AI buttons all over GMail's composer. I think doing that would be a huge win for Humanity.
Ok, but here me out, from a marketing standpoint (Score:2)
We can use our AI data to learn about consumer preferences and then use that to offer up ads when they sign up to our free wifi service advertised at the gas pump so they'll be encouraged to come into the store and buy some fried chicken because they're ignoring the the signs on the pump, the signs out front, the signs on the front door and windows of the store and the smell of that Fried Gold wafting through the air, and all the signs and sights and smells when they go into the store to use the bathroom be