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JGT 💻
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JGT 💻
@JayGoneTech
Breaking down tech careers, tools & trends. Helping you get into IT, one video at a time. 💻📱 #TechTalk #LearnTech
United States Katılım Nisan 2025
10 Takip Edilen1 Takipçiler
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I would like to clarify a few things.
First, the obvious one: we do not have or want government guarantees for OpenAI datacenters. We believe that governments should not pick winners or losers, and that taxpayers should not bail out companies that make bad business decisions or otherwise lose in the market. If one company fails, other companies will do good work.
What we do think might make sense is governments building (and owning) their own AI infrastructure, but then the upside of that should flow to the government as well. We can imagine a world where governments decide to offtake a lot of computing power and get to decide how to use it, and it may make sense to provide lower cost of capital to do so. Building a strategic national reserve of computing power makes a lot of sense. But this should be for the government’s benefit, not the benefit of private companies.
The one area where we have discussed loan guarantees is as part of supporting the buildout of semiconductor fabs in the US, where we and other companies have responded to the government’s call and where we would be happy to help (though we did not formally apply). The basic idea there has been ensuring that the sourcing of the chip supply chain is as American as possible in order to bring jobs and industrialization back to the US, and to enhance the strategic position of the US with an independent supply chain, for the benefit of all American companies. This is of course different from governments guaranteeing private-benefit datacenter buildouts.
There are at least 3 “questions behind the question” here that are understandably causing concern.
First, “How is OpenAI going to pay for all this infrastructure it is signing up for?” We expect to end this year above $20 billion in annualized revenue run rate and grow to hundreds of billion by 2030. We are looking at commitments of about $1.4 trillion over the next 8 years. Obviously this requires continued revenue growth, and each doubling is a lot of work! But we are feeling good about our prospects there; we are quite excited about our upcoming enterprise offering for example, and there are categories like new consumer devices and robotics that we also expect to be very significant. But there are also new categories we have a hard time putting specifics on like AI that can do scientific discovery, which we will touch on later.
We are also looking at ways to more directly sell compute capacity to other companies (and people); we are pretty sure the world is going to need a lot of “AI cloud”, and we are excited to offer this. We may also raise more equity or debt capital in the future.
But everything we currently see suggests that the world is going to need a great deal more computing power than what we are already planning for.
Second, “Is OpenAI trying to become too big to fail, and should the government pick winners and losers?” Our answer on this is an unequivocal no. If we screw up and can’t fix it, we should fail, and other companies will continue on doing good work and servicing customers. That’s how capitalism works and the ecosystem and economy would be fine. We plan to be a wildly successful company, but if we get it wrong, that’s on us.
Our CFO talked about government financing yesterday, and then later clarified her point underscoring that she could have phrased things more clearly. As mentioned above, we think that the US government should have a national strategy for its own AI infrastructure.
Tyler Cowen asked me a few weeks ago about the federal government becoming the insurer of last resort for AI, in the sense of risks (like nuclear power) not about overbuild. I said “I do think the government ends up as the insurer of last resort, but I think I mean that in a different way than you mean that, and I don’t expect them to actually be writing the policies in the way that maybe they do for nuclear”. Again, this was in a totally different context than datacenter buildout, and not about bailing out a company. What we were talking about is something going catastrophically wrong—say, a rogue actor using an AI to coordinate a large-scale cyberattack that disrupts critical infrastructure—and how intentional misuse of AI could cause harm at a scale that only the government could deal with. I do not think the government should be writing insurance policies for AI companies.
Third, “Why do you need to spend so much now, instead of growing more slowly?”. We are trying to build the infrastructure for a future economy powered by AI, and given everything we see on the horizon in our research program, this is the time to invest to be really scaling up our technology. Massive infrastructure projects take quite awhile to build, so we have to start now.
Based on the trends we are seeing of how people are using AI and how much of it they would like to use, we believe the risk to OpenAI of not having enough computing power is more significant and more likely than the risk of having too much. Even today, we and others have to rate limit our products and not offer new features and models because we face such a severe compute constraint.
In a world where AI can make important scientific breakthroughs but at the cost of tremendous amounts of computing power, we want to be ready to meet that moment. And we no longer think it’s in the distant future. Our mission requires us to do what we can to not wait many more years to apply AI to hard problems, like contributing to curing deadly diseases, and to bring the benefits of AGI to people as soon as possible.
Also, we want a world of abundant and cheap AI. We expect massive demand for this technology, and for it to improve people’s lives in many ways.
It is a great privilege to get to be in the arena, and to have the conviction to take a run at building infrastructure at such scale for something so important. This is the bet we are making, and given our vantage point, we feel good about it. But we of course could be wrong, and the market—not the government—will deal with it if we are.
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Nvidia $NVDA CEO Jensen Huang was asked about a recent story that said he warned that China will beat the US in the AI race
“That’s not what I said. What I said was China has very good AI technology. They have many AI researchers, in fact 50% of the world’s AI researchers are in China. And they develop very good AI technology. In fact, the most popular AI models in the world today, open-source models, are from China. So, they are moving very, very fast. The United States has to continue to move incredibly fast. And otherwise, otherwise – the world is very competitive, so we have to run fast.” (H/T @dnystedt)
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Our 7th gen TPU Ironwood is coming to GA!
It’s our most powerful TPU yet: 10X peak performance improvement vs. TPU v5p, and more than 4X better performance per chip for both training + inference workloads vs. TPU v6e (Trillium). We use TPUs to train + serve our own frontier models, including Gemini, and we’re excited to make the latest generation available to @googlecloud customers.
GIF
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OpenAI has now:
1. Signed $500 billion Stargate deal
2. Signed $100 billion Nvidia deal
3. Signed $100 billion AMD deal
4. Signed $38 billion Amazon deal
5. Signed $25 billion Intel deal
6. Signed $20 billion TSMC deal
7. Signed $13 billion Microsoft deal
8. Signed $10 Billion Oracle deal
9. Signed "Multi-Billion Dollar" Broadcom deal
10. Launched a browser to compete with Chrome
11. Become the world's most valuable private company
12. Considered $1 trillion IPO by 2027
We are in the midst of a generational technological revolution.
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Go from blank slide to polished presentation faster with Canvas in Gemini.
Now you can ask Gemini to “create a presentation” with a single prompt (and all your project notes). Try it out for yourself:
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Announcing a new multi-year, strategic partnership with @OpenAI that will provide our industry-leading infrastructure for them to run and scale ChatGPT inference, training, and agentic AI workloads.
This partnership will enable OpenAI to run its advanced AI workloads on AWS’s world-class infrastructure starting immediately. More info in the link below.
Learn more: go.aws/495oX7z
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I love how easy it’s becoming to learn on the go with podcasts in Copilot.
I turned GitHub’s latest Octoverse report into a 5-minute pod — short, smart, and snappy. Packed with info on the seismic shifts happening in how people build software. Check it out!
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Stuck on repeat? Automate daily tasks with Workflows Agent in Microsoft 365 Copilot. Just describe your automation in the chat and watch the flow unfold in minutes. Learn more: msft.it/6014t8klp
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Stop paying for expensive courses.
I’m giving away 20+ premium courses 100% FREE — worth hundreds of dollars.
1. Artificial Intelligence
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To get it, just:
1. Like & Retweet
2. Comment "ALL"
3. MUST be Following (so that I can dm)
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Babe are you okay you've hardly touched your suite treat.
Thanks to @kushpatel for the inspo.
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What I love about the updates we’re making to Copilot Mode in Edge today is how it meets you right where you left off across all your tabs, helping you pick up the thread, and even completing multi-step actions for you. Take a look.
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So many new Copilot updates this month. Here are some I can't stop using.
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Voters should pick their representatives, not the other way around. Glad to get the chance to talk to some of the volunteers and organizers doing the hard work to make sure Prop 50 passes. This vote will have critical implications, not just for California, but for our entire country.
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