"Nvidia said it would invest up to $100 billion in OpenAI. Then OpenAI said it would build out five more Stargate AI data centers with Oracle and Softbank, adding gigawatts of new capacity online in the coming years. And it was later revealed that Oracle sold $18 billion in bonds to pay for these data centers. But in aggregate, we see how Silicon Valley is moving heaven and Earth to give OpenAI enough power to train and serve future versions of ChatGPT."
"The company launched Pulse - a new feature in ChatGPT that works overnight to deliver personalized morning briefings for users. The experience feels similar to a news app or a social feed - something you check first thing in the morning - but doesn't have posts from other users or ads (yet). Pulse is part of a new class of OpenAI products that works independently, even when users aren't in the ChatGPT app."
Nvidia committed up to $100 billion to OpenAI, and OpenAI plans five additional Stargate AI data centers with Oracle and Softbank, adding gigawatts of capacity. Oracle sold $18 billion in bonds to finance the data centers. These investments aim to provide the compute needed to train and serve future ChatGPT models. OpenAI launched Pulse, a feature that compiles personalized morning briefings by running overnight and resembles a news app or social feed without user posts or ads. Capacity constraints currently limit Pulse to $200/month Pro subscribers, delaying broader or free rollout and raising questions about the cost-effectiveness of large-scale infrastructure spending.
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