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We’re no longer just scaling computing power. We’re using compute to scale intelligence itself. That’s what makes this moment historically significant. For sixty years, progress in computing followed Moore’s Law—transistor density doubling roughly every two years. But AI is advancing on a far steeper curve. Today, frontier model capabilities...

17,722 Aufrufe • vor 5 Monaten •via X (Twitter)

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Nina Schick

122,854 Aufrufe • vor 5 Monaten

If intelligence is the log of compute… it starts with a lot of compute! And that’s why we’re scaling our GPU fleet faster than anyone else. Just last year, we added over 2 gigawatts of new capacity – roughly the output of 2 nuclear power plants. And today we’re going further, announcing the world's most powerful AI datacenter, located in southeastern Wisconsin. Fairwater is a seamless cluster of hundreds of thousands of NVIDIA GB200s, connected by enough fiber to circle the Earth 4.5 times. It will deliver 10x the performance of the world’s fastest supercomputer today, enabling AI training and inference workloads at a level never before seen. For AI training workloads, you need compute at exponential scale. That’s why we designed the datacenter, GPU fleet, and network together as one integrated system. This ensures a single job can run from day 1 at exponential scale across thousands of GPUs. Fairwater uses a liquid-cooled closed-loop system for cooling GPUs that requires zero water for operations after construction. And we’re matching all of the energy that is consumed with renewable sources. And of course, it is just one of several similar sites we’re lighting up across our 70+ regions. We have multiple identical Fairwater datacenters under construction in other locations across the US, in addition to our AI infrastructure already deployed in over 100 datacenters around the world, powering model training, test-time compute, RL tuning, and real-time inference at global scale. Too often during times like this, people go with the current and only later wonder, how did we get here? With Fairwater, we're charting a new path: doing the hard engineering work, bringing compute, network, and storage into one highly scaled cluster, and designing closed-loop energy systems to meet real-world computing needs. And partnering with local communities to ensure it's thoughtfully done in a way that is sustainable, creates new jobs, and expands opportunity. We are thrilled to see this take hold in Wisconsin, and we are just getting started.

Satya Nadella

2,018,111 Aufrufe • vor 8 Monaten

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Manufacturing reshoring becomes economically viable not because of policy intervention, but because intelligent systems operated domestically outperform global labor arbitrage. Goods and services trend toward lower marginal cost, while distribution improves through better coordination of supply and demand. That is the upside. However, this is impossible without deep integration of intelligent systems. For AI to meaningfully automate real-world functions inside enterprises or governments, it needs full context of any given enterprise. That means read and write access to its core databases. There is no credible path to automating high-impact functions without granting frontier systems that level of access. If the United States does not win the AI race, enterprises eventually face a constrained choice. Either grant that access to Chinese models controlled by an adversarial government, or rely on sub-optimal intelligence to automate functions that still must be automated. Both outcomes are not acceptable. And ultimately, this becomes the greatest national security risk the United States has ever faced. AI models are trained by humans. The judgment embedded in pre-training data and especially in expert post-training data largely determines how a model behaves. While emergent behavior exists, a useful approximation is that a model reflects the weighted aggregate of the human judgment distilled into it. Assisting foreign actors—who will naturally prioritize expert tasks aligned with their own interests—to dominate data creation embeds those interests directly into the intelligence layer itself. Once encoded at scale, these interests propagate through every downstream applications that relies on that intelligence. Here’s how we win. First, leverage is in software. China is ahead in hardware for physically intelligent systems. Catching up there is a long and difficult battle. Software, both large language models and robotics models, remains the bottleneck. Advancing the brain (AI models) is the fastest way to increase the usefulness of existing hardware and deployed systems. Second, the U.S. must 100x its investment in structured human judgment. Continued investment in compute and algorithmic efficiency is critical. But that investment is ultimately a bet on very high future inference demand. For that bet to pay off, models must unlock many new capabilities, and in practice the only way to unlock those capabilities is through expert human data. Historically, experts like doctors and lawyers were never incentivized to produce high-quality reasoning data in a machine-verifiable format. There was no reason for a doctor to generate precise, structured simulations of patient interactions, diagnostic reasoning, or treatment tradeoffs. There was no reason for a lawyer to document complex legal reasoning paths in a way that could be programmatically evaluated. AI systems now require exactly this kind of data. 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394,630 Aufrufe • vor 4 Monaten

Scale alone is not enough for AI data. Quality and complexity are equally critical. Excited to support all of these for LLM developers with Snorkel AI Data-as-a-Service, and to share our new leaderboard! — Our decade-plus of research and work in AI data has a simple point: scale alone is not enough. AI success is all about the quality, complexity, and distribution of data—in addition to volume. We’re excited to be powering leading LLM developers with Snorkel AI Expert Data-as-a-Service, our white glove service for custom, expert-level AI datasets—and to now preview some of what we’re building via our new Expert Data Leaderboard (🔗 in 🧵) + upcoming OSS dataset releases! Snorkel Expert Data-as-a-Service is built to meet the rapidly evolving data needs of the agentic AI world—where success is built on the quality, complexity, and distribution of datasets, in addition to size and scale. This kind of high-quality, frontier AI data can only come from a union of technology and human expertise. With Snorkel Expert Data-as-a-Service, we’re powering frontier LLM developers across agentic, expert knowledge, reasoning, coding, multi-modal, and other task types via the combination of these two key components: - (1) The Snorkel Expert Network: A global team of subject matter experts focused wholly on specialized knowledge–spanning thousands of topics in STEM/academic, vertical/professional, and consumer/lifestyle domains. - (2) Snorkel AI Data Development Platform: Our unique programmatic data curation and quality control platform, accelerating and improving expert authoring and review through principled techniques developed over the last decade of R&D. Now: we’re incredibly excited to showcase some of the power of Snorkel Expert Data-as-a-Service via the new Snorkel Leaderboard—putting frontier models to the test in complex, agentic, and reasoning settings inspired by real industry scenarios (not esoteric puzzles)! We’ll be releasing new leaderboards and accompanying expert-verified open source datasets (coming soon!) regularly. To start, we’re sharing three initial ones in preview: - SnorkelFinance: Q&A over financial documents requiring agentic tool-calling and reasoning - SnorkelUnderwrite: Agentic insurance tasks requiring industry-specific reasoning and tool use - SnorkelSequences: Mathematical tasks requiring compositional multi-step reasoning

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495,820 Aufrufe • vor 1 Jahr