Here is how we are prioritizing compute over the next couple of months in light of the increased demand from GPT-5:1. We will first make sure that current paying ChatGPT users get more total usage than they did before GPT-5.2. We will then prioritize API demand up to the currently allocated capacity and commitments we've made to customers. (For a rough sense, we can support about an additional ~30% new API growth from where we are today with this capacity.)3. We will then increase the quality of the free ti ...

RT s4mmy (@S4mmyEth)If Compute + Data = IntelligenceWhat’s stopping China from achieving AGI first?Insane electricity generation to power their GPUs (and in turn drive compute).What data sources are they using to train their models? https://t.co/EBKxRCYz3w ...

If Compute + Data = IntelligenceWhat’s stopping China from achieving AGI first?Insane electricity generation to power their GPUs (and in turn drive compute).What data sources are they using to train their models? https://t.co/EBKxRCYz3w ...

Interesting news here. When you think about Medea's physical ambitions. We talk a lot about, of course, the talent war when it comes to meta, but also expanding aggressively when it comes to their datacenter footprint.Yeah, look at me when it comes to these, you know, Hyperscalers, it's not just about having lands or the data right now. It is about having, you know, entire infrastructure. So when I say infrastructure, you need the land, you need power.And that's where, you know, partnering makes a lot more ...

RT Brother Odin (@odin_free)nvidia made compute cheap.stwo makes proofs cheap. ...

Fastly (FSLY) Q2 2025 Earnings Call August 06, 2025 04:30 PM ET Speaker0Good afternoon. My name is Bailey, and I will be your conference operator today. At this time, I would like to welcome everyone to the Fastly Second Quarter twenty twenty five Earnings Conference Call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer session.Thank you. I would now like to turn the conference over to Vern Essi, Investor Relations at Fastl ...

[Music] Nice meeting you guys. Uh great to be here and uh I'm here to present hyperbolic which is AI cloud for developers. And so my topic is uh why we don't need more data centers.It's like a very eye-catching title. Uh but I what I want to clarify is I still think b building data centers is important but just building data centers alone can solve the problem. So uh wait before we get started uh let me introduce myself.I'm Jasper. I'm the CEO and co-founder of Hyperbolic. Um I did my math PhD at UC Berkele ...

$6 billion in a deal to equip a new data center in the state. Joining us now in a first on CNBC interview is core CEO Michael Intrator in Pittsburgh, along with our own Brian Sullivan. Brian.>> Yeah, John, thank you very much. I'm going to cross over into your world a little bit and talk about technology and data centers. And we are joined by Mike and trader.He is the CEO of core. We've Mike, thank you very much for joining us. An event with President Trump just wrapped downstairs.It was you and a bunch of ...

AI Infrastructure and Compute Demand - OpenAI recognizes the shift from compute for model training to compute for model usage, highlighting the need for significant infrastructure investment [1][2] - The company is experiencing high demand for its AI services, constrained by available compute resources, and could utilize twice its current capacity to improve product offerings [10] - OpenAI estimates needing $500 billion in compute capacity over the next few years to support growth projections, but is unsure if it could profitably deploy $1 trillion [11] - The company acknowledges a GPU shortage impacting its ability to handle demand surges and launch new features [13][16][17][18] - More compute directly translates to the ability to provide more AI capabilities for various applications [19] Strategic Partnerships and Investments - OpenAI is collaborating with Microsoft for compute resources, but believes the scale of its needs exceeds what any single company can provide [3][6] - The company has partnered with SoftBank for financial support and Oracle for technical expertise in the Stargate project [6] - OpenAI has raised tens of billions of dollars in funding and expresses confidence in its financial sustainability and profitability [12] Technological Advancements and Competition - OpenAI emphasizes the importance of both the infrastructure layer and the top-of-stack (AI models) as its competitive edge [20] - The company acknowledges the existence of other good AI models but highlights that ChatGPT has significantly more users than any other AI service [20] - OpenAI is focused on optimizing all aspects of its AI infrastructure, including chips, energy sources, and algorithms [33] Future Vision and Societal Impact - OpenAI's grand vision is to provide people with tools to enhance their capabilities and creativity [21][22] - The company is particularly excited about the potential of AI for scientific discovery, anticipating significant progress in 2026 [22][23] - OpenAI acknowledges the potential for AI to displace jobs but believes it will also create new opportunities, albeit at a rapid pace [25][26][27][28] - The company aims to make decisions that benefit humanity as a whole, particularly with the advent of humanoid robots [39]

Competitive Advantage - Data is the primary pillar for a durable competitive advantage among model providers [1] - Algorithms are IP that the industry will eventually learn [2] - Compute can be acquired by spending more money [2] - Data is an area where a long-term sustainable competitive advantage can be produced [2]