OpenAI's Blockbuster AMD Deal Is a Bet on Near-Limitless Demand for AI
AI companies are betting on continued model improvements through massive scaling of compute and data center capacity despite limited current consumer demand.
I met Sam Altman in Texas. He's turning the race for AI into a gigawatt arms race | Fortune
OpenAI is rapidly building massive data-center infrastructure, investing hundreds of billions and expanding Stargate and additional U.S. sites to meet soaring AI compute demand.
