OpenAI Supercharges Stargate as Elon Musk Targets 50 Million AI Chips

Main Idea
OpenAI and xAI are significantly expanding their AI computing infrastructure, with OpenAI planning to exceed its $500 billion investment and xAI targeting 50 million H100-equivalent AI chips in five years.
Key Points
1. OpenAI CEO Sam Altman announced an expansion of the Stargate I site in Abilene, Texas, expecting over one million GPUs to be online by the end of 2025.
2. OpenAI's infrastructure project could support more than 5 GW of power, enough for over two million AI chips, potentially exceeding its original $500 billion plan.
3. Elon Musk revealed xAI's goal to reach the equivalent of 50 million H100 AI chips within five years, which would be 500 times more computing power than last year's most powerful AI supercomputer.
4. xAI's upcoming Colossus 2 system is expected to run on 550,000 GB200 chips, matching about 5.5 million H100s in computing power.
5. xAI recently signed a $200 million agreement with the US Department of Defense, though the specifics of the deal were not detailed in the article.
Description
OpenAI has partnered with Oracle to boost its artificial intelligence (AI) computing capacity by an additional 4.5 gigawatts (GW) .
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