What’s behind the massive AI data center headlines?
SMRTR summary
Silicon Valley companies announced massive AI infrastructure investments this week, with Nvidia pledging up to $100 billion to OpenAI and Oracle selling $18 billion in bonds to fund new Stargate data centers. These unprecedented deals aim to provide OpenAI with enough computing power to train future ChatGPT versions and expand features like Pulse, currently limited to expensive subscribers due to capacity constraints.
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