OpenAI auf Wachstumskurs: große Investments geplant - darunter auch ein millionenschweres Programm zum Bau weiterer Fabriken für KI-Chips.
The chip factory angle is what makes this interesting. Most people focus on the software side of AI but the real bottleneck has always been compute. If OpenAI is serious about raising that kind of capital for chip infrastructure, it says a lot about where they think the ceiling actually is. Five to seven trillion is a number that's hard to even contextualize but it makes sense when you think about how much GPU demand has exploded just from ai chatbot Development alone, never mind everything else running on the same infrastructure. ChatGPT crossing two billion in revenue is impressive but the compute costs sitting behind that number are equally staggering.
The UAE investor angle is worth watching too. A lot of the serious AI infrastructure money is moving through that region right now and it's reshaping where this industry actually gets built, not just who builds it.
Edit: Vollzitate sind nicht erforderlich