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OpenAI: Announcing The Stargate Project

soAsian

Active member
The Stargate Project is a new company which intends to invest $500 billion over the next four years building new AI infrastructure for OpenAI in the United States. We will begin deploying $100 billion immediately. This infrastructure will secure American leadership in AI, create hundreds of thousands of American jobs, and generate massive economic benefit for the entire world. This project will not only support the re-industrialization of the United States but also provide a strategic capability to protect the national security of America and its allies.

The initial equity funders in Stargate are SoftBank, OpenAI, Oracle, and MGX. SoftBank and OpenAI are the lead partners for Stargate, with SoftBank having financial responsibility and OpenAI having operational responsibility. Masayoshi Son will be the chairman.


"The Stargate Project is a new company which intends to invest $500 billion over the next four years building new AI infrastructure for OpenAI in the United States."

Sam Altman did talk about spending $7 trillion on AI
 
I made this video a while back:

Masayoshi Son has an ambitious timeline for "AGI".

However, many people actively researching in this field, including those I’ve spoken to at my university, often share very different views:

I think the primary beneficiaries of this push towards "AGI" are hardware vendors, as their sales are tangible and immediate. However, the ROI of these projects remains unknown. If you ask people around you, you'll find that not many are actively using OpenAI's tools. Personally, I use them because I do a lot of technical writing (I don't use o1 even I have it), but overall, the profitability of such ventures is highly uncertain.

The potential losers might be investors. If the returns on investment are not favorable, it’s possible they may scale down their funding.

The U.S. is also limited by its electricity supply, and if they want to do it quick, I believe they might opt for solutions that result in higher carbon emissions.

As a side note, I believe Intel's continued focus on data center GPU/accelerator development is the right path, as the overall TAM (Total Addressable Market) is quite substantial. Even capturing a small share of this market could significantly enhance its valuation.
 
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"This new agreement also includes changes to the exclusivity on new capacity, moving to a model where Microsoft has a right of first refusal (ROFR)."

 
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Different version:

Project Stargate: Trump Plots With Larry Ellison, Sam Altman On $500B AI Initiative

On Donald Trump’s first full day in office for his second presidential term, he gathered Oracle founder Larry Ellison, OpenAI CEO Sam Altman and Softbank chief Masayoshi Son at the Roosevelt Room in the White House to unveil a $500 billion artificial intelligence project named after a 1994 Roland Emmerich sci-fi film about intergalactic portals.

“We have to get this stuff built,” Trump said in his prepared remarks that the President riffed off of, promising 100,000 jobs in the U.S. “So they have to produce a lot of electricity and we’ll make it possible for them to get that production done very easily at their own plants if they want, where they’ll build at the plant, the AI plant they’ll build energy generation and that will be incredible.”

Trump put it in terms that he was most familiar with: “I was in the real estate business. These buildings, these are big, beautiful buildings. They’re going to employ a lot of people.”

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I’m wondering what the foundational technologies will be for an AGI, because transformer neural networks aren’t impressing me much as how we’re going to get there. If an AGI is only five years away, the foundational technology would be well-known by now. Neuromorphic structures don’t impress me much either in this regard, because we don’t even have a general theory for how the human brain works. (Back propagation isn’t considered a definitive explanation yet.) I’m thinking an AGI is an indeterminate number of years away, but that’s just me.
 
I’m wondering what the foundational technologies will be for an AGI, because transformer neural networks aren’t impressing me much as how we’re going to get there. If an AGI is only five years away, the foundational technology would be well-known by now. Neuromorphic structures don’t impress me much either in this regard, because we don’t even have a general theory for how the human brain works. (Back propagation isn’t considered a definitive explanation yet.) I’m thinking an AGI is an indeterminate number of years away, but that’s just me.

There is absolutely nothing in the current "artificial intelligence" that even remotely amounting to intelligence. It is technically illiterate people who see Marakov chains for the first time dropping their jaws. It is just a chain variety, some linear algebra statistic trickery, and so on. And honestly, they are just big name frauds wooing naive rich people.

The brute-force simulation would be to model the chemical reactions in neurons, and like that for every one of them. Right now, a worm with 11 nerve cells cannot be modelled with even remote semblance of the real thing.
 
There is absolutely nothing in the current "artificial intelligence" that even remotely amounting to intelligence. It is technically illiterate people who see Marakov chains for the first time dropping their jaws. It is just a chain variety, some linear algebra statistic trickery, and so on. And honestly, they are just big name frauds wooing naive rich people.

The brute-force simulation would be to model the chemical reactions in neurons, and like that for every one of them. Right now, a worm with 11 nerve cells cannot be modelled with even remote semblance of the real thing.
sure but anything that further helps the semiconductor industry is good. If nothing else, we can use Nvidia's or other companies' AI chips for other applications.
 
There is absolutely nothing in the current "artificial intelligence" that even remotely amounting to intelligence. It is technically illiterate people who see Marakov chains for the first time dropping their jaws. It is just a chain variety, some linear algebra statistic trickery, and so on. And honestly, they are just big name frauds wooing naive rich people.
There's a lot of controversy in the AI field, some on your side of the argument, and some who argue that LLMs are intelligent, but not in the way humans are. Part of the argument is that many aspects of human behavior are close to algorithmic. Nonetheless, an AGI looks very far in the future to me.
 
What will be the impact of the Stargate project be on the US? Is this the best path for the US to have an AI/ML based structure? Will the return on equity be there or should the US just continue on its current path? Will TSM, Micron, Nvidia and AMD be the main beneficiaries of this or will it change the whole structure of US business? Will the data carriers also be the big winners for the investment winners in this for the traffic increase sounds like it will dramatic in scope and penetration of everything?
 
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I do not think this announcement will have a big impact on anything. What surprises me is that Elon Musk's AI company was not involved? I thought Musk was controlling Trump? :ROFLMAO:

Let's not forget all of the post-pandemic press releases that never came true.

Politics is fun!
 
You have a weird sense of fun.

A brilliant move on Larry Ellison's part though. Oracle goes from nowhere in the AI world to at the forefront in one day.

This is a master class in business. Become president, do some deals with billionaire benefactors, and watch the other billionaires come crawling. Let's see what Musk, Microsoft, Google, IBM, Amazon, and the other AI giants do. More big "beautiful building" deals are coming, absolutely. And who will be the biggest winner here? Taiwan, because none of these AI deals are worth the paper they are written on without TSMC. :ROFLMAO:
 
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