OpenAI's "Interstellar Plan" has caused shock in the technology industry with its huge budget of hundreds of billions of dollars. However, Nadella, CEO of its main investor, said she did not know much about the details. This move has triggered the outside world's relationship with Microsoft and OpenAI and Many speculations about Nadella's AI strategy. This article will conduct in-depth analysis of the chain reaction caused by the "Interstellar Plan" and the competitive trends of other technology giants in AI infrastructure construction, and will also look forward to the future competitive landscape in the AI field.
Recently, OpenAI's "Project Stargate" has attracted widespread attention. The budget for this project is as high as hundreds of billions of dollars, while Satya Nadella, CEO of its main investor, is At the press conference, he said that he "don't know much about the specific details." This statement not only reminiscent of Microsoft's growing distant relationship with OpenAI, but also reflects Nadella's ambitions for AI infrastructure.
Although OpenAI mentioned Microsoft in a press release, its main funding supporters were not involved in the "most important project of this era" that Sam Altman calls. Nadella made it clear in an interview with CNBC that Microsoft will invest $80 billion in its own AI infrastructure and allow OpenAI to obtain additional computing resources from elsewhere if needed. Nadella's remarks were also interpreted as a challenge to Altman, who apparently did not choose to fund OpenAI's interstellar program.
In the same week, Meta CEO Mark Zuckerberg also responded to the Interstellar program, releasing a planned Louisiana data center map through Facebook, highlighting that the data center will It reaches a scale of 2GW, enough to cover a considerable portion of Manhattan. He revealed in his post that Meta plans to launch about 1GW of computing power in 2025 and plans to invest $60 billion to $65 billion this year to expand its AI team and infrastructure.
In this battle on data center size, Altman, Masayoshi Son and Larry Ellison are expected to successfully raise the huge amount of money they need to enhance their AI capabilities and gain a place in this competition . With the continuous investment of major technology companies in the field of AI, competition in the future will become more intense.
Points:
OpenAI's "Star Plan" budget is as high as hundreds of billions of dollars, but its main investor Microsoft chose not to participate.
Microsoft plans to invest $80 billion in its own AI infrastructure, allowing OpenAI to obtain resources from other channels.
Meta's Zuckerberg stressed that its Louisiana data center will surpass the interstellar program, with a planned investment of $60 billion to $65 billion.
In short, the controversy over the "Star Plan" and the huge investment of major technology giants in AI infrastructure indicate that competition in the AI field will become more intense in the future, and the ultimate winner of this competition will depend on technological innovation, resource integration and Comprehensive strength of market strategy.