Coding, Data Science, A.I. catch-All | DeepSeek - Chinese A.I. needs less power, fewer chips

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lawtig02 said:
Oracle appears to be gambling their entire future on the hope that Trump will rescue them from the company-destroying fines they are incurring by keeping TikTok alive in the US, in contravention to the clear legislation they’re ignoring.
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This is possible. I came up with another theory. 20 years ago, companies had their own servers and databases for their business apps: email, payroll, HR, etc. Some folks might remember big server rooms at even relatively small companies. A lot of that has gone away and companies now pay someone else for server processing capacity as well as things like data storage

The three big players in this hosted business are Amazon, Google and Microsoft with Oracle a very distant fourth but trying to get in on it. This is a very big business. It is something like 2/3 of Amazon's operating profit every year. Seriously. All those people and warehouses and trucks are less than half the profits of Amazon's hosted infrastructure business.

So after losing to the three big players for this hosted server and database business, Oracle doesn't want to get left behind on this round. It's possible that they're hoping to invest up front into the AI chip technology and the software to manage it and the expertise to make it all work. I actually like it. Could be a fantastic business for them if the needs for AI processing keep growing anywhere near this rate.
 
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rodoheel said:
Whenever one of these tech dickheads uses the term "NPC" in serious conversation you know they're either stupid (or in Altman's case, pandering to stupid people).
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MAGA true believers are a classic example of NPC, right?
I am old and want to make sure I properly understand the language all the kids are using.
 
1) The good news is that this project cannot possibly do any worse than the widely ridiculed frequent "Infrastructyre Week" announcements during Trump 1. Biden actually got some infrastructure done in red and blue states which will provide a long-term benefit
2) I thought Rs hated "industrial policy" which this clearly is since govt will have to be involved
3) Far prefer Altman to Musk on many levels, byt there rare some reputabled folks who think Altman has fallen into super Dr, Frankenstein deep endmode on GenAI
4) They certainly don;t have the money now and Softbank has a slighlty dubuius rep (IIRC they promised but never edelivered in Trump 1. And evferyone knows about Trump and lack of follow-through on almost everything. But the money is there: just look at Mag 7 spending on AI last yeaqr. Whether all that money will go to this project is another matter since this is seen as a OpenAI/Oracle project and not one to benefit everyone (for that to be the cause, someone neutral would need to distribute the funds, Until they get the money, fake it till you make it

4) As a long time ORCL shareholder dating back to the glory days and then the period when Ellison would stay on his sailbot for 9 months and themn come back in one quarter per year to rescu4 the share price, ORCL does not have the expertise or bandwidth to manage this. AMZN IMO coul do it--what they did with the warehousers 10-15 years ago was extraoridinary
5) Unless they get somone neutral to allocate the funds (assuming funds come) this will be seen as OpenAI/Oracle project and won;t reacy its full potential. Too many competing interests IMO. Will be good for Open AI though and ORC: to a lesser extent
 
gtyellowjacket said:
This is possible. I came up with another theory. 20 years ago, companies had their own servers and databases for their business apps: email, payroll, HR, etc. Some folks might remember big server rooms at even relatively small companies. A lot of that has gone away and companies now pay someone else for server processing capacity as well as things like data storage

The three big players in this hosted business are Amazon, Google and Microsoft with Oracle a very distant fourth but trying to get in on it. This is a very big business. It is something like 2/3 of Amazon's operating profit every year. Seriously. All those people and warehouses and trucks are less than half the profits of Amazon's hosted infrastructure business.

So after losing to the three big players for this hosted server and database business, Oracle doesn't want to get left behind on this round. It's possible that they're hoping to invest up front into the AI chip technology and the software to manage it and the expertise to make it all work. I actually like it. Could be a fantastic business for them if the needs for AI processing keep growing anywhere near this rate.
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That could definitely be Oracle’s motive, but it only works if they’re not charged with the massive mandatory fines that the statute currently requires. I’m assuming they’ve been assured Trump’s administration will just decline to enforce the law.
 


“… The $100 billion artificial intelligence deal that escalated a feud between Donald Trump adviser Elon Musk and OpenAI CEO Sam Altman was in the works for months before President Trump’s election victory — undermining tech titans’ declarations that the venture was only possible because of Trump’s inauguration.

Altman has been discussing plans for a $100 billion venture, called “Stargate,” since at least March, 10 months before Trump returned to the White House, OpenAI spokeswoman Liz Bourgeois confirmed. OpenAI and Oracle finalized a partnership to build at least one of the data centers that is part of Stargate in Texas in June, according to company announcements, and construction began over the summer.

The $100 billion that the companies committed to invest on Tuesday is not all new funding. Money that was already spent on the ongoing construction of the 10-building data center campus in Abilene, Texas, is being counted in the figure that the companies trumpeted in the White House Roosevelt Room on Tuesday, Bourgeois said.

However, at the White House on Tuesday, SoftBank CEO Masayoshi Son said the companies wouldn’t have done the deal without Trump winning the election, and they signed an agreement for the venture on the day of his inauguration because it was an example of the “golden age of America” that Trump spoke of in his speech. …”

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“Undermining” the claim is one way to put it.
 
“… The firms have secured $100 billion for the deal, according to an OpenAI announcement and a person familiar with the investment. The goal is for the project to eventually spend $500 billion over four years, but the companies have not yet allocated their goal of an additional $400 billion in investment. The new company behind the venture, Stargate LLC, was incorporated in Delaware on Wednesday.

… Trump has a track record of describing private-sector technology investments as political victories. But the benefits he promises do not always materialize, and some of the initiatives he has celebrated were planned before his involvement. In his first term, Trump called a $10 billion plan to create a Foxconn manufacturing campus in Wisconsin “the Eighth Wonder of the World.” But the plan to create 13,000 new jobs failed to materialize. He also promoted a plan to save jobs at a Carrier air-conditioning factory in Indiana in November 2016. That plant later eliminated 500 jobs despite receiving incentives from the state’s then-governor, Trump’s running mate Mike Pence. …”
 
nycfan said:
“… The firms have secured $100 billion for the deal, according to an OpenAI announcement and a person familiar with the investment. The goal is for the project to eventually spend $500 billion over four years, but the companies have not yet allocated their goal of an additional $400 billion in investment. The new company behind the venture, Stargate LLC, was incorporated in Delaware on Wednesday.

… Trump has a track record of describing private-sector technology investments as political victories. But the benefits he promises do not always materialize, and some of the initiatives he has celebrated were planned before his involvement. In his first term, Trump called a $10 billion plan to create a Foxconn manufacturing campus in Wisconsin “the Eighth Wonder of the World.” But the plan to create 13,000 new jobs failed to materialize. He also promoted a plan to save jobs at a Carrier air-conditioning factory in Indiana in November 2016. That plant later eliminated 500 jobs despite receiving incentives from the state’s then-governor, Trump’s running mate Mike Pence. …”
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He is absolutely amazing at trumpeting those victories even though its vapor. I wish Joe had been half as good at claiming victories with the Unions at UPS, the railroads, Boeing, and the longshoremen. Those were real victories for workers and the Biden administration provided real contributions but they end up being a blip.
 
Watching that journalist try to explain the technical aspects is painful. Not her fault, but it is silly nonetheless.
 
1moretimeagain said:
When I see populists cheering the advance of artificial intelligence, I wonder if they’ve thought this thing through. Maybe they’ll like jobs being taken by software more than they liked jobs being outsourced or filled by immigrants.
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When was the last time anyone in MAGA thought anything through? This is why their faces are being eaten by leopards.
 
The lengthy tweet by VC Bill Gurley hafd some interesting stuff in it.
On CNBC today he discussed his understnading of the financing structur and why he thihks it exposes OpenAI to a lot of legal liability. And that tech is flocking to DC these days in part to cement their positions and preclude some startups from gaining trqaction in AI
 
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