Larry Ellison says Oracle is building nuclear reactors to power "acres" of GPU clusters and it will cost companies $100 billion in the next 3 years to build a frontier AI model and stay in the race

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How is this guy 80yo?? Even for a gazillionaire loaded to the gills on stem cells no other billionaire looks this good...

Uncle Larry sounds quite vibrant at 80.

Larry’s going nuclear—literally. Sounds like GPUs are the new oil, except more expensive and harder to explain. $100 billion for frontier model? A sci-fi plot!

I don't think the utility companies are ready for what is about to happen. Companies are going to skip the grid entirely and directly power their own datacenters. Excess power will then be sold back to the grid at a fraction of what the utility could sell it for.

Having worked with their tech I can safely say Oracle is the last company I want to run a nuclear reactor.

just 25 million of lines of code...that powers half the worlds shit — 

Soon amount of energy required to train GPUs will be more than what is required by all the humans combined.

$100 billion seems highly exaggerated, especially given the rise of smaller models like 4o mini which cost less to train due to using fewer parameters and yet still deliver performance comparable to larger models. Sure this smaller models rely more on inference, which can add to operational costs, they are already generating revenue through subscriptions to offset these costs. So the $100 billion claim needed just to get started seems like a huge overestimate imo

I forgot how much he looks like a Bond villain