An interesting panorama of chips for artificial intelligence » Enrique Dance

OpenAI CEO Sam Altman has begun seeking $5 trillion to $7 trillion in funding. This is a huge amount that far exceeds any funding rounds typically undertaken, more than many sovereign wealth funds, and more than the combined value of the world’s two largest companies. world, Apple and Microsoft. Altman’s actions affect investors around the world and are part of an extremely ambitious plan that will involve numerous players.

What is Altman going to do with all this money? Very simple: dramatically increase the production capacity of chips for the development of artificial intelligence, which is currently the biggest bottleneck for the development of the industry and the application of artificial intelligence at all levels and in all industries. Altman’s proposed project is so ambitious that he had to meet with Commerce Secretary Gina Raimondo to explain his plans and actions.

Artificial Intelligence is undoubtedly the technology of the moment: with OpenAI already billing over two billion dollars and all the projects seeking funding including Artificial Intelligence in their shareholder presentations, the technology represents a business change for all technology companies that forced not only to include it in their offer, but also to try to maintain control over the market.

Developing many more chips for training algorithms and inference tasks would also change the power equation in an industry in which the only company, Nvidia, knew how to be in the right place at the right time. managed to become an absolute protagonist and managed to multiply his value in an impressive way. I found The Wall Street Journal’s video about AI chips, their importance and uses particularly educational.

For OpenAI, the prospect of creating a chip industry with a much larger supply and in the hands of more players represents a much better scenario than the possibility of being dependent, at least for a long time, on a single company. Hence the movements of Sam Altman, who not only does not remain at one point in the value chain, but also tries to influence everyone who can determine not only the development of artificial intelligence, but, more importantly, the spread of its use in all directions. industry.