Part 4/20:
OpenAI’s Insatiable Compute Demand: OpenAI's hunger for compute power precedes any revenue generation. To train the large models that unlock new use cases, they need vast clusters—predecessors to widespread adoption. The demand for compute is akin to a game of survival among the world's richest tech giants.
Partnerships as Strategic Moves: OpenAI's dealings involve massive deals with Microsoft and Oracle. For instance, Microsoft owns a capped-profit stake, while Oracle has committed hundreds of billions to build data centers. Nvidia plays a pivotal role, with multi-billion investments to provide the hardware infrastructure for AI models.