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April 2, 2024
OpenAI and Microsoft reportedly planning $100 billion datacenter project for an AI supercomputer
Summary
Microsoft and OpenAI are collaborating on a significant venture to develop a colossal datacenter dedicated to housing an AI supercomputer, named "Stargate," powered by millions of GPUs and anticipated to cost over $115 billion. This U.S.-based project aims to build the most extensive datacenter, which Microsoft will finance. It would far surpass the scale and cost of today's largest datacenters. Slated to be operational by 2028, Stargate represents an advanced phase in a series of planned datacenter projects by the two entities, with an earlier, less expensive system possibly launching by 2026 in Wisconsin. The ambitious endeavor faces challenges, including unprecedented power requirements that have led to considerations of alternative energy sources like nuclear power, and technical innovations to enhance GPU efficiency and cooling. This project also hints at a strategy shift, as OpenAI expresses interest in reducing dependency on Nvidia, indicating a broader vision for future AI infrastructure and capabilities.
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