Recently, OpenAI's "Project Stargate" has garnered widespread attention, with a budget reaching hundreds of billions of dollars. However, Microsoft's CEO Satya Nadella stated at a press conference that he is "not very familiar with the specific details." This remark not only suggests a growing distance between Microsoft and OpenAI but also reflects Nadella's ambitions in AI infrastructure.
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Although OpenAI mentioned Microsoft in its press release, its primary financial backer did not participate in what Sam Altman referred to as "the most important project of our time." In an interview with CNBC, Nadella explicitly stated that Microsoft will invest $80 billion in its own AI infrastructure and will allow OpenAI to obtain additional computing resources from other sources when needed. Nadella's comments have also been interpreted as a challenge to Altman, as he clearly chose not to provide funding for OpenAI's Stargate project.
In the same week, Meta's CEO Mark Zuckerberg responded to the Stargate project by posting a map of a planned data center in Louisiana on Facebook, emphasizing that the data center will reach a scale of 2GW, sufficient to cover a significant part of Manhattan. In his post, he revealed that Meta plans to launch approximately 1GW of computing capacity by 2025 and intends to invest between $60 billion and $65 billion this year to expand its AI team and infrastructure.
In this competition regarding the scale of data centers, figures like Altman, Masayoshi Son, and Larry Ellison are expected to successfully raise the substantial funds they need to enhance their AI capabilities and secure a place in this rivalry. As major tech companies continue to invest in the AI sector, future competition will become even more intense.
Key Points:
🌌 OpenAI's "Project Stargate" has a budget of hundreds of billions of dollars, but its main investor Microsoft has chosen not to participate.
💰 Microsoft plans to invest $80 billion in building its own AI infrastructure, allowing OpenAI to source resources from other channels.
🏗️ Meta's Zuckerberg emphasizes that its Louisiana data center will surpass the Stargate project, planning to invest $60 billion to $65 billion.
