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compute
2025-10-31 ~
↺ changed position
On BG2 podcast with Altman says the AI bottleneck is now power, not chips: there are GPUs with nowhere to plug them in.
«you may have a bunch of chips sitting in inventory that I can't plug in.»
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compute
2025-02-19 ~
Acknowledges an 'overbuild' of AI infrastructure as everyone races, which will drive compute prices down.
«There will be overbuild.»
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compute
2025-01-22 ~
At Davos, answering Musk's doubts on Stargate funding, says Microsoft will spend ~$80B on Azure data centers.
«I'm good for my $80 billion.»
