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Oracle is building $300B in data centers for OpenAI. OpenAI can't pay and Oracle can't fund it. The whole thing runs on "they'll just raise more money," you know, rich kid logic. Watch the #mostlyeconomics #podcast with Dean Baker and Ed Zitron:

CEPR

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11,834 просмотров • 2 месяцев назад •via X (Twitter)

#mostlyeconomics #podcast

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In his newsletter, Ed Zitron argues Oracle’s $300B cloud deal with OpenAI is financially and logistically unrealistic - and that the 39% surge in Oracle’s stock after announcing $317B in new contracts is a market failure. Oracle missed earnings yet projects cloud revenue jumping 700% by 2030, largely from one customer: OpenAI. Zitron notes OpenAI would need to spend $100B+ a year on compute - more than AWS makes - despite having no path to profit. He suspects OpenAI leaked optimistic “free cash flow” figures just before the deal to hide its true burn rate, which he estimates at nearly $300B through 2029. Oracle still hasn’t built the data centers needed, raising doubts it can deliver. Zitron calls the hype “phenomenally, astronomically, ridiculously stupid” and says it shows how detached markets are from reality. (Clip via Majority Report. Story in reply)

In his newsletter, Ed Zitron argues Oracle’s $300B cloud deal with OpenAI is financially and logistically unrealistic - and that the 39% surge in Oracle’s stock after announcing $317B in new contracts is a market failure. Oracle missed earnings yet projects cloud revenue jumping 700% by 2030, largely from one customer: OpenAI. Zitron notes OpenAI would need to spend $100B+ a year on compute - more than AWS makes - despite having no path to profit. He suspects OpenAI leaked optimistic “free cash flow” figures just before the deal to hide its true burn rate, which he estimates at nearly $300B through 2029. Oracle still hasn’t built the data centers needed, raising doubts it can deliver. Zitron calls the hype “phenomenally, astronomically, ridiculously stupid” and says it shows how detached markets are from reality. (Clip via Majority Report. Story in reply)

Drop Site

18,225 просмотров • 11 месяцев назад

🔥ED ZITRON: "IF OPENAI FAILS, ORACLE IS IN THE TOILET" Zitron called OpenAI "the Lehman Brothers of AI" and says its collapse would shake the entire market. Oracle's credit rating was downgraded to one level above junk specifically because of its $340 BILLION data center buildout for a company that may never be able to pay. "OpenAI IS the AI bubble. There is not another entity on Earth who can afford to pay for Stargate. No one."

🔥ED ZITRON: "IF OPENAI FAILS, ORACLE IS IN THE TOILET" Zitron called OpenAI "the Lehman Brothers of AI" and says its collapse would shake the entire market. Oracle's credit rating was downgraded to one level above junk specifically because of its $340 BILLION data center buildout for a company that may never be able to pay. "OpenAI IS the AI bubble. There is not another entity on Earth who can afford to pay for Stargate. No one."

Coin Bureau

50,922 просмотров • 26 дней назад

Oracle has reportedly pushed back completion dates to 2028 from 2027 for some of the data centers it is working on for OpenAI because of labor and material shortages.

Oracle has reportedly pushed back completion dates to 2028 from 2027 for some of the data centers it is working on for OpenAI because of labor and material shortages.

Yahoo Finance

13,386 просмотров • 8 месяцев назад

Here’s my take on WHY you need to leverage Oracle’s free Cloud certs, especially now that OpenAI is set to pay Oracle $30B every YEAR for cloud and data center services… Start studying for your Oracle Certs now!

Here’s my take on WHY you need to leverage Oracle’s free Cloud certs, especially now that OpenAI is set to pay Oracle $30B every YEAR for cloud and data center services… Start studying for your Oracle Certs now!

Kierra | Data Conversationalist🎙

179,135 просмотров • 1 год назад

AI is turning into a very physical problem. You need land, grid power, permits, concrete, cooling, and long build cycles, which decide who gets compute. This is Vantage Data Centers that Oracle, and OpenAI are partnering on with a $ 15B+ investment.

AI is turning into a very physical problem. You need land, grid power, permits, concrete, cooling, and long build cycles, which decide who gets compute. This is Vantage Data Centers that Oracle, and OpenAI are partnering on with a $ 15B+ investment.

Rohan Paul

29,440 просмотров • 3 месяцев назад

$NVDA New CEO JenSen Huang on CNBC Full🎙️ ~NVIDIA and OpenAI partnership since 2016; different than $AMD and OpenAI deal. ~OpenAI gonna have to raise funding to fund the Data centers, cited OpenAI revenue is growing very fast. ~ xAI & NVDA equity raise ~ Is this a Bubble discussion? ~General AI and Specialized AI ~AI ecosystem will need more Chip makers ~US vs China AI Arms Race ~ H1B ~Energy (implying self-generated energy data center) Demand for computing in the last 6 months went up substantially! Source and Credit: CNBC

$NVDA New CEO JenSen Huang on CNBC Full🎙️ ~NVIDIA and OpenAI partnership since 2016; different than $AMD and OpenAI deal. ~OpenAI gonna have to raise funding to fund the Data centers, cited OpenAI revenue is growing very fast. ~ xAI & NVDA equity raise ~ Is this a Bubble discussion? ~General AI and Specialized AI ~AI ecosystem will need more Chip makers ~US vs China AI Arms Race ~ H1B ~Energy (implying self-generated energy data center) Demand for computing in the last 6 months went up substantially! Source and Credit: CNBC

Mike

50,667 просмотров • 10 месяцев назад

AI is turning into a very physical problem. You need land, grid power, permits, concrete, cooling, and long build cycles, which decide who gets compute. This is Vantage Data Centers that Oracle, and OpenAI are partnering on with a $15B+ investment.

AI is turning into a very physical problem. You need land, grid power, permits, concrete, cooling, and long build cycles, which decide who gets compute. This is Vantage Data Centers that Oracle, and OpenAI are partnering on with a $15B+ investment.

Rohan Paul

38,986 просмотров • 7 месяцев назад

WATCH: AMD shares surged after the company unveiled a $100 billion annual data-center revenue target and announced plans to expand its presence in the AI market, buoyed by deals with OpenAI and Oracle

WATCH: AMD shares surged after the company unveiled a $100 billion annual data-center revenue target and announced plans to expand its presence in the AI market, buoyed by deals with OpenAI and Oracle

Reuters

32,120 просмотров • 9 месяцев назад

The founder of Oracle got on stage and said something that made half the AI industry wince: "it no longer matters which model you use, Claude or ChatGPT. the models have become an interchangeable commodity, and all the value has shifted somewhere else." Larry Ellison knows what he's talking about. he took Oracle from $1,200 in his pocket to becoming the second richest man on the planet, and he's now building the world's largest AI cluster for OpenAI. every model trains on the same open internet data, so they quickly become identical. the edge doesn't come from the model, it comes from the closed data nobody else has but you. in 50 minutes he shows why models become interchangeable, why the only moat is private data, how Oracle built a 1.2 billion watt cluster for OpenAI, and why AI robots will operate more precisely than surgeons. while some argue over whose chatbot is smarter, others are quietly building defensive walls out of their private data. bookmark it and watch ↓

The founder of Oracle got on stage and said something that made half the AI industry wince: "it no longer matters which model you use, Claude or ChatGPT. the models have become an interchangeable commodity, and all the value has shifted somewhere else." Larry Ellison knows what he's talking about. he took Oracle from $1,200 in his pocket to becoming the second richest man on the planet, and he's now building the world's largest AI cluster for OpenAI. every model trains on the same open internet data, so they quickly become identical. the edge doesn't come from the model, it comes from the closed data nobody else has but you. in 50 minutes he shows why models become interchangeable, why the only moat is private data, how Oracle built a 1.2 billion watt cluster for OpenAI, and why AI robots will operate more precisely than surgeons. while some argue over whose chatbot is smarter, others are quietly building defensive walls out of their private data. bookmark it and watch ↓

Damir Akaza

164,950 просмотров • 2 месяцев назад

There are RVs parked for miles in Abilene, Texas They are used for temporary housing for thousands of construction workers building massive AI data centers Abilene is in the middle of a huge AI data center boom, projects include OpenAI, Oracle, Crusoe, Microsoft, and more. These are multibillion dollar campuses, some valued at more than $26 billion+ The power needs for these data centers in this area will exceed 1 million average homes They’ll use about 8 million gallons of water

There are RVs parked for miles in Abilene, Texas They are used for temporary housing for thousands of construction workers building massive AI data centers Abilene is in the middle of a huge AI data center boom, projects include OpenAI, Oracle, Crusoe, Microsoft, and more. These are multibillion dollar campuses, some valued at more than $26 billion+ The power needs for these data centers in this area will exceed 1 million average homes They’ll use about 8 million gallons of water

Wall Street Apes

334,605 просмотров • 2 месяцев назад

I stood with local and state elected officials to say that we cannot approve any more AI data centers until we have federal guardrails to protect local communities like Saline Township from being run over by the likes of DTE, Oracle, and OpenAI.

I stood with local and state elected officials to say that we cannot approve any more AI data centers until we have federal guardrails to protect local communities like Saline Township from being run over by the likes of DTE, Oracle, and OpenAI.

Dr. Abdul El-Sayed

50,093 просмотров • 13 дней назад

🔥OPENAI AND ANTHROPIC SHOULD NOT EVEN BE ALLOWED TO IPO: ED ZITRON Tech critic Ed Zitron said OpenAI and Anthropic’s financials are so bad they should not be allowed to IPO. He compared them to WeWork, the once-$47B startup darling whose IPO collapsed before it later filed for bankruptcy. Zitron claims OpenAI burned $20.9 BILLION in 2025, while costs keep rising with revenue. He warns of gen AI, saying, “there’s not really a business there.”

🔥OPENAI AND ANTHROPIC SHOULD NOT EVEN BE ALLOWED TO IPO: ED ZITRON Tech critic Ed Zitron said OpenAI and Anthropic’s financials are so bad they should not be allowed to IPO. He compared them to WeWork, the once-$47B startup darling whose IPO collapsed before it later filed for bankruptcy. Zitron claims OpenAI burned $20.9 BILLION in 2025, while costs keep rising with revenue. He warns of gen AI, saying, “there’s not really a business there.”

Coin Bureau

63,271 просмотров • 1 месяц назад

Larry Ellison borrowed $125 billion to bet everything on a single customer that LOSES $5 billion a year. American banks are already refusing to lend him another dollar. And now that single customer has started to slowly walk away. This is one of the biggest gambles in tech history - and it’s NOT looking good: Oracle has $124.7 billion in debt on its books right now. That's more than the GDP of 100+ countries. Their free cash flow over the last 12 months? Negative $13.18 billion. They are spending more money than they make. And they're doing it on PURPOSE. Every other hyperscaler funds their AI buildout with cash. Google has cash. Amazon has cash. Microsoft has cash. Oracle has IOUs. They raised $58 billion in debt in just two months. $38 billion for Texas and Wisconsin data centers. $20 billion for New Mexico. And they need another $100 billion on top of that. Even US banks are starting to say no. TD Cowen reported that multiple banks have pulled back from Oracle lending. Borrowing costs have roughly DOUBLED since September. They're now paying interest rates typically reserved for companies rated below investment grade. Barclays downgraded their debt to underweight and warned Oracle could run out of cash by November 2026. So what does Larry Ellison do? He FIRES 30,000 people. Oracle is planning layoffs affecting up to 18% of its entire workforce. The goal is to free up $8 to $10 billion in cash flow just to keep the lights on while they build data centers for ONE customer: OpenAI. Oracle's $553 billion backlog sounds incredible until you realize a massive chunk of it flows through a single relationship. If OpenAI sneezes, Oracle catches pneumonia. And OpenAI is already sneezing... Sam Altman DROPPED plans to expand the Stargate site in Abilene, Texas. And the reason is insane: Nvidia's chips are improving so fast that by the time Oracle finishes building the data center, the processors inside it will already be outdated. Oracle is building with Blackwell chips. But Nvidia's new Vera Rubin platform delivers 5x the inference performance at 10x lower cost per token. So Oracle is borrowing billions to build facilities that will house yesterday's technology before they even open. The world of bits moves faster than the world of atoms. And Oracle is trapped in between. But here's where it gets wild: The earnings call revealed something most people missed... Oracle now REQUIRES certain customers to buy their own GPUs upfront and hand them over. They call it the "bring your own chips" model. Translation: Oracle can't afford the hardware anymore. So they're asking customers to fund the construction of Oracle's OWN data centers. The stock is still down 23% this year even after the 12% earnings pop. Moody's rates Oracle just two notches above junk status. Lower than Amazon, Alphabet, Meta, and Microsoft. And they have $248 billion in ADDITIONAL lease obligations that aren't even on the balance sheet yet. Larry Ellison is 81 years old and making the biggest bet in corporate history. He's trying to turn a legacy database company into a hyperscale AI cloud provider using other people's money. All while his only major customer is a startup that burns $5 billion a year and just had its expansion partner refuse to fund the next campus. The earnings beat was real. Revenue up 22%. Cloud infrastructure up 84%. But revenue growth funded by debt isn't growth. It's leverage. And leverage works both ways. If OpenAI stays loyal, if the Stargate buildout continues, if the debt markets keep lending, if Vera Rubin doesn't make their entire infrastructure obsolete overnight, then Larry Ellison pulled off the greatest corporate reinvention in history. But that's a lot of ifs for a company two notches above junk. Oracle is either the most undervalued AI play on the market or the most overleveraged house of cards since 2008. The next six months will tell us which one.

Larry Ellison borrowed $125 billion to bet everything on a single customer that LOSES $5 billion a year. American banks are already refusing to lend him another dollar. And now that single customer has started to slowly walk away. This is one of the biggest gambles in tech history - and it’s NOT looking good: Oracle has $124.7 billion in debt on its books right now. That's more than the GDP of 100+ countries. Their free cash flow over the last 12 months? Negative $13.18 billion. They are spending more money than they make. And they're doing it on PURPOSE. Every other hyperscaler funds their AI buildout with cash. Google has cash. Amazon has cash. Microsoft has cash. Oracle has IOUs. They raised $58 billion in debt in just two months. $38 billion for Texas and Wisconsin data centers. $20 billion for New Mexico. And they need another $100 billion on top of that. Even US banks are starting to say no. TD Cowen reported that multiple banks have pulled back from Oracle lending. Borrowing costs have roughly DOUBLED since September. They're now paying interest rates typically reserved for companies rated below investment grade. Barclays downgraded their debt to underweight and warned Oracle could run out of cash by November 2026. So what does Larry Ellison do? He FIRES 30,000 people. Oracle is planning layoffs affecting up to 18% of its entire workforce. The goal is to free up $8 to $10 billion in cash flow just to keep the lights on while they build data centers for ONE customer: OpenAI. Oracle's $553 billion backlog sounds incredible until you realize a massive chunk of it flows through a single relationship. If OpenAI sneezes, Oracle catches pneumonia. And OpenAI is already sneezing... Sam Altman DROPPED plans to expand the Stargate site in Abilene, Texas. And the reason is insane: Nvidia's chips are improving so fast that by the time Oracle finishes building the data center, the processors inside it will already be outdated. Oracle is building with Blackwell chips. But Nvidia's new Vera Rubin platform delivers 5x the inference performance at 10x lower cost per token. So Oracle is borrowing billions to build facilities that will house yesterday's technology before they even open. The world of bits moves faster than the world of atoms. And Oracle is trapped in between. But here's where it gets wild: The earnings call revealed something most people missed... Oracle now REQUIRES certain customers to buy their own GPUs upfront and hand them over. They call it the "bring your own chips" model. Translation: Oracle can't afford the hardware anymore. So they're asking customers to fund the construction of Oracle's OWN data centers. The stock is still down 23% this year even after the 12% earnings pop. Moody's rates Oracle just two notches above junk status. Lower than Amazon, Alphabet, Meta, and Microsoft. And they have $248 billion in ADDITIONAL lease obligations that aren't even on the balance sheet yet. Larry Ellison is 81 years old and making the biggest bet in corporate history. He's trying to turn a legacy database company into a hyperscale AI cloud provider using other people's money. All while his only major customer is a startup that burns $5 billion a year and just had its expansion partner refuse to fund the next campus. The earnings beat was real. Revenue up 22%. Cloud infrastructure up 84%. But revenue growth funded by debt isn't growth. It's leverage. And leverage works both ways. If OpenAI stays loyal, if the Stargate buildout continues, if the debt markets keep lending, if Vera Rubin doesn't make their entire infrastructure obsolete overnight, then Larry Ellison pulled off the greatest corporate reinvention in history. But that's a lot of ifs for a company two notches above junk. Oracle is either the most undervalued AI play on the market or the most overleveraged house of cards since 2008. The next six months will tell us which one.

Ricardo

181,176 просмотров • 5 месяцев назад

When it comes to data centers, Michigan should show the country how to do it right. That means: Data center companies, not Michigan families, pay for their own energy and grid upgrades – so rates don't go up. Data centers can't harm our water, air, or environment. Data centers pay their fair share in taxes to fund our schools, roads, and communities. Data centers are built with local union labor.

When it comes to data centers, Michigan should show the country how to do it right. That means: Data center companies, not Michigan families, pay for their own energy and grid upgrades – so rates don't go up. Data centers can't harm our water, air, or environment. Data centers pay their fair share in taxes to fund our schools, roads, and communities. Data centers are built with local union labor.

Mallory McMorrow

272,439 просмотров • 6 месяцев назад

when you watch the new HBO Film, produced with Warner Bros, a Paramount company, which is a Skydance corporation, in partnership with South Park Digital Studios (a Comedy Central subsidiary) financed by Oracle stock, surging on OpenAI data centre orders, with funding from Nvidia

when you watch the new HBO Film, produced with Warner Bros, a Paramount company, which is a Skydance corporation, in partnership with South Park Digital Studios (a Comedy Central subsidiary) financed by Oracle stock, surging on OpenAI data centre orders, with funding from Nvidia

Trung Phan

90,947 просмотров • 8 месяцев назад

OpenAI just got OFFICIALLY flagged as a company that might not be able to pay its bills. S&P Global Ratings just cut Oracle's long term credit rating from BBB to BBB-. One more cut and Oracle becomes a JUNK rated company for the first time in its history. But the reason S&P gave is what's really interesting here... They named OpenAI as a "key credit risk" inside the report. OpenAI is a private company. It carries no credit rating and has never been profitable. And a ratings agency just took the risk of that company failing and wrote it directly onto the credit file of a public company held inside pension funds and bond funds all over the world. OpenAI accounts for roughly HALF of Oracle's remaining performance obligations. That's the famous $638 billion backlog every bull points to as the reason to own the stock. Half of the asset is the risk. And then there's the maturity trap: Oracle's data center leases run 15 to 19 years. Its cloud customer contracts run about 5 years. Oracle disclosed both figures in its own annual report. So Oracle is signing 19 year obligations to serve 5 year promises made by a customer that has never earned a dollar of profit. If OpenAI cannot pay, Oracle gets left holding data center leases it may not be able to exit, and may have to re-lease to somebody else on worse terms. That is the entire downgrade in one sentence. The numbers underneath: Oracle spent roughly $55.7 billion on capital projects in fiscal 2026 and posted negative $23.7 billion in free cash flow. S&P now expects the fiscal 2027 cash flow deficit to widen to around negative $42 billion. That is nearly DOUBLE its previous estimate, and the agency admitted it had underestimated how much Oracle would need to spend. Oracle plans to raise up to $40 billion in fiscal 2027, including a potential $20 billion share sale that would add roughly 4.8% to its share count. They literally cannot borrow more without triggering the next downgrade, so shareholders are being diluted to protect the bondholders. And the funny part is that on the day of the downgrade, Oracle's stock went UP 2.65%. But on that same day, the spread on Oracle's BONDS widened. Equity investors looked at the $638 billion backlog and bought. Credit investors looked at the identical company and demanded to be paid more for the risk of holding it. Credit investors are the ones whose entire job is to price what goes wrong, so they just repriced Oracle. For context, Microsoft is rated AAA, Alphabet is AA+, and Amazon is AA. Oracle is chasing the same AI contracts from seven to nine notches further down the ladder. The day after the downgrade, the UK named Oracle, alongside three other cloud providers, a critical third party to the British financial system. Supervision by the Bank of England begins July 13. Oracle is the only one of those four sitting one notch above junk. Now follow the chain: OpenAI has never made a profit. OpenAI is half of Oracle's backlog. Oracle is one downgrade from junk. Oracle is now formally load bearing infrastructure for British banks. The business risk of an unprofitable private startup has traveled through a corporate balance sheet and landed inside the supervisory perimeter of a central bank. Nobody designed that. It happened one contract at a time. And the demand IS real. Oracle's cloud infrastructure revenue grew 93% last quarter. If this buildout works, it becomes one of the great corporate reinventions in history. But the whole structure now rests on one question that no rating agency, no bank and no regulator can answer: Can OpenAI pay its bills?

OpenAI just got OFFICIALLY flagged as a company that might not be able to pay its bills. S&P Global Ratings just cut Oracle's long term credit rating from BBB to BBB-. One more cut and Oracle becomes a JUNK rated company for the first time in its history. But the reason S&P gave is what's really interesting here... They named OpenAI as a "key credit risk" inside the report. OpenAI is a private company. It carries no credit rating and has never been profitable. And a ratings agency just took the risk of that company failing and wrote it directly onto the credit file of a public company held inside pension funds and bond funds all over the world. OpenAI accounts for roughly HALF of Oracle's remaining performance obligations. That's the famous $638 billion backlog every bull points to as the reason to own the stock. Half of the asset is the risk. And then there's the maturity trap: Oracle's data center leases run 15 to 19 years. Its cloud customer contracts run about 5 years. Oracle disclosed both figures in its own annual report. So Oracle is signing 19 year obligations to serve 5 year promises made by a customer that has never earned a dollar of profit. If OpenAI cannot pay, Oracle gets left holding data center leases it may not be able to exit, and may have to re-lease to somebody else on worse terms. That is the entire downgrade in one sentence. The numbers underneath: Oracle spent roughly $55.7 billion on capital projects in fiscal 2026 and posted negative $23.7 billion in free cash flow. S&P now expects the fiscal 2027 cash flow deficit to widen to around negative $42 billion. That is nearly DOUBLE its previous estimate, and the agency admitted it had underestimated how much Oracle would need to spend. Oracle plans to raise up to $40 billion in fiscal 2027, including a potential $20 billion share sale that would add roughly 4.8% to its share count. They literally cannot borrow more without triggering the next downgrade, so shareholders are being diluted to protect the bondholders. And the funny part is that on the day of the downgrade, Oracle's stock went UP 2.65%. But on that same day, the spread on Oracle's BONDS widened. Equity investors looked at the $638 billion backlog and bought. Credit investors looked at the identical company and demanded to be paid more for the risk of holding it. Credit investors are the ones whose entire job is to price what goes wrong, so they just repriced Oracle. For context, Microsoft is rated AAA, Alphabet is AA+, and Amazon is AA. Oracle is chasing the same AI contracts from seven to nine notches further down the ladder. The day after the downgrade, the UK named Oracle, alongside three other cloud providers, a critical third party to the British financial system. Supervision by the Bank of England begins July 13. Oracle is the only one of those four sitting one notch above junk. Now follow the chain: OpenAI has never made a profit. OpenAI is half of Oracle's backlog. Oracle is one downgrade from junk. Oracle is now formally load bearing infrastructure for British banks. The business risk of an unprofitable private startup has traveled through a corporate balance sheet and landed inside the supervisory perimeter of a central bank. Nobody designed that. It happened one contract at a time. And the demand IS real. Oracle's cloud infrastructure revenue grew 93% last quarter. If this buildout works, it becomes one of the great corporate reinventions in history. But the whole structure now rests on one question that no rating agency, no bank and no regulator can answer: Can OpenAI pay its bills?

Ricardo

302,573 просмотров • 1 месяц назад

🚨OpenAI CFO speaks on AI boom and data centers “I think we are sooo in the early innings. I think a lot of prognosticators wanna call it “we’re on the sugar rush”… WE ARE NOT! more like the railroads or the build out of electricity. The internet turns out in hindsight a relatively capex light build out. I think we are just getting started! Now.. we have to do a lot to make data centers more efficient.. we need to think about new ways to power them. BUT in terms of AI, it is voracious right now for GPUs and COMPUTE. the biggest thing we face is WE ARE CONSTANTLY UNDER COMPUTE That’s why we launched Stargate. That’s why we are doing the BIGGER builds with ..Microsoft*, with ORACLE, CoreWeave and so on.. And we are just getting started!”

🚨OpenAI CFO speaks on AI boom and data centers “I think we are sooo in the early innings. I think a lot of prognosticators wanna call it “we’re on the sugar rush”… WE ARE NOT! more like the railroads or the build out of electricity. The internet turns out in hindsight a relatively capex light build out. I think we are just getting started! Now.. we have to do a lot to make data centers more efficient.. we need to think about new ways to power them. BUT in terms of AI, it is voracious right now for GPUs and COMPUTE. the biggest thing we face is WE ARE CONSTANTLY UNDER COMPUTE That’s why we launched Stargate. That’s why we are doing the BIGGER builds with ..Microsoft*, with ORACLE, CoreWeave and so on.. And we are just getting started!”

NIK

102,475 просмотров • 11 месяцев назад

OpenAI President, Greg Brockman: "Out of a billion ChatGPT users, only about 1% are using agents. Imagine the edge people using agents have right now." Inside OpenAI you can't work without an agent anymore, the same way you can't work without Slack. In this 40-minute session, he explains everything you have to know about Agents. Watch it, then read the step by step guide on building loops for your agents below.

OpenAI President, Greg Brockman: "Out of a billion ChatGPT users, only about 1% are using agents. Imagine the edge people using agents have right now." Inside OpenAI you can't work without an agent anymore, the same way you can't work without Slack. In this 40-minute session, he explains everything you have to know about Agents. Watch it, then read the step by step guide on building loops for your agents below.

Anatoli Kopadze

27,950 просмотров • 1 месяц назад

Elon Musk’s lawyer, Marc Toberoff, on today’s verdict in the OpenAI case: “I have a one-word reaction: Appeal. This war is not over. We firmly believe what happened with OpenAI was wrong on a very basic level that you can't raise millions of dollars in a publicly subsidized charity, and when it suits you, just turn into a for-profit operation where the officers and directors of the charity enrich themselves to the tune of billions, and that's what actually happened here, and that's just wrong."

Elon Musk’s lawyer, Marc Toberoff, on today’s verdict in the OpenAI case: “I have a one-word reaction: Appeal. This war is not over. We firmly believe what happened with OpenAI was wrong on a very basic level that you can't raise millions of dollars in a publicly subsidized charity, and when it suits you, just turn into a for-profit operation where the officers and directors of the charity enrich themselves to the tune of billions, and that's what actually happened here, and that's just wrong."

Sawyer Merritt

1,463,090 просмотров • 2 месяцев назад