Silicon Valley made waves this week with massive investments in AI infrastructure, capturing the spotlight. Nvidia announced plans to invest up to $100 billion in OpenAI, underscoring the scale of ambition in the AI race. Meanwhile, OpenAI revealed its plans to expand by building five new Stargate AI data centers in partnership with Oracle and Softbank, promising to add gigawatts of capacity over the coming years. Oracle, in turn, reportedly raised $18 billion through bond sales to help fund this expansion.
Individually, each move is staggering; collectively, they reveal how the tech epicenter is pulling out all the stops to power the next generation of ChatGPT. This week on the Equity podcast, Anthony Ha and I (Max Zeff) peel back the layers beyond the headlines to unpack the significance of these colossal AI infrastructure deals.
Adding to this, OpenAI introduced Pulse, a new ChatGPT feature that crafts personalized morning briefs overnight. It delivers a news-feed-like experience without ads or social posts, designed as the kind of update users might want first thing each day. Pulse runs independently of the main ChatGPT app and is currently only available to $200/month Pro subscribers due to limited server capacity.
This begs a critical question: Are features like Pulse worth the hundreds of billions pouring into AI data center projects? The innovation is impressive, but the investment scale is monumental.
Catch the full Equity episode for a deep dive into how these AI infrastructure investments are reshaping Silicon Valley, plus insights on TikTok’s ownership saga and major policy shifts affecting tech giants.
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