Topic: compute demand
-
Altman: AI's 'Bubbly' Phase Is Nothing to Fear
OpenAI CEO Sam Altman asserts that the surge in AI investment reflects a genuine technological shift, not a speculative bubble, despite some market characteristics appearing "bubbly." Industry analysts note a paradox where concrete ROI from AI is often elusive, yet major companies continue massiv...
Read More » -
AI Funding Crisis: $800 Billion Shortfall Threatens Scaling
Meeting global AI demands by 2030 requires $2 trillion in annual revenue, but a projected $800 billion funding gap threatens to stall infrastructure development and progress. AI's compute needs are growing faster than Moore's Law, straining power grids and requiring massive capital investment, wh...
Read More » -
Oracle-OpenAI Deal: Why Wall Street Didn't See It Coming
OpenAI and Oracle have entered a $300 billion five-year agreement, boosting Oracle's stock and highlighting its significant role in AI infrastructure. The partnership allows OpenAI to diversify risk and scale its computational capabilities, forming a comprehensive global AI supercomputing foundat...
Read More » -
OpenAI and Oracle Seal Historic Cloud Partnership
Oracle's stock surged after announcing multi-billion-dollar cloud deals, including a historic $300 billion agreement with OpenAI set to begin in 2027. OpenAI is diversifying its cloud infrastructure beyond Microsoft Azure, partnering with Oracle and Google to meet its massive computational demand...
Read More »
