Sam Altman is in talks with investors, including the UAE government, to raise funds for an AI chip initiative that could cost as much as $5 Trillion to $7 Trillion... Is he building a god?

Not surprised. Energy and chips are the biggest bottlenecks for AGI at the moment, not the LLMs.

Wait for 3-4 more years. Any enterprise never needs more than a well tuned xgboost. I firmly believe all they are doing is over inflating a new tech with firm use case. Look at all three llm startups all of their USP are document retrieval and search. These things have been done in industry for years. I can’t see any incremental goodness from forced and FOMO induced LLMs.

Terminators loading

To me this article looks like an oversimplification of calculations. True, there’s no competition for Nvidia (which in itself a fabless company). So they need to build FABS over the years with investors lock-in themselves for multiple years. Abu dhabhi is quite aggressive on semiconductor ecosystem. They are the biggest shareholder in GlobalFoundries, and trying to train emiratis from 2012 (or even before), yet they aren’t able to build something within their boundaries. TSMC being a Taiwanese player is hedging assets across the globe because of local geo-political issue. So, maybe MAYBE I see a convergence of #1 & #3,4 fabs of the world. With poor demand forecasts and abysmal quarterly results, convergence is good! For Altman - Aaah, new chips, I can run my LLMs faster fellas! A private LLM ecosystem🤩

Skynet

ggod and raising n pitching that’s whay sammy is

As you know, data is new oil and AI is the best option to access it.