"It[Stargate UK] was hailed by the British government at the time as a boost for its own ambitions to make the country a world leader in AI."
How does having an AI heat farm in the UK help with that? It's still owned and controlled by a US entity. Or is "being a leader" synonymous with "being a customer?"
I don't expect prices for RAM or SSD to get cheaper anytime soon. From what I've seen, production capacity has been bought out for a couple years already.
Datacenter capex decreasing means that the chips have to go somewhere else, so it doesn't matter too much that the fab capacity has been spoken for, if the demand side is slacking prices will decrease.
Sure, but they have competitors who'll be more than happy to pick up whatever OpenAI ultimately doesn't buy. Point being, from POV of suppliers, there's no reason to re-retool for consumer production.
It has been good enough for long time. CXMT has long made DRAM and NAND modules that are just as good as anyone else's, sometimes for half the price. The only thing they can't match is flagship products of Samsung.
However because of that, prices for Chinese-made DDR5 have risen in China (and globally) along with the prices of all others, just with a slight delay.
Please don't break the site guidelines, no matter how you feel about $CEO. You may not owe $CEO better, you owe this community better if you're participating in it.
Edit: I suppose I'd better add that yes, the rules here are the same regardless of whom you're talking about. We don't want this kind of fulmination on HN because it degrades discussion quality and evokes worse from others.
Note that they themselves described that amount as "committed capital", not something you or I would consider "funding" if we were to raise for a typical startup.
If there are strings attached, such as "will be able to navigate red tape to get X number of DC sites approved", then the number depends on OpenAI's ability to execute.
Arguably this aligns with their decision to discontinue Sora.
If we assume they are trying to rapidly free up compute then the UK is a pretty stupid place to be building out new datacenters... Any project here overruns both in time and budget – if it even goes ahead at all.
Then you have energy costs which makes the UK one of the most expensive places in the world to build a datacenter. If you want to bring compute online fast and at a competitive price, then you're far better off building somewhere else in Europe like Norway.
Sora was a loss-loss-leader to a loss-leader product with added liability exposure ontop. Was wise to bail on it as the resource demands are crazy for video gen with AI, and to get longer clips, you need more and more memory. Upside is, they might have some IP they can leveridge down the line, or liscence the product to others.
UK been a mess enegy wise for a while as we rushed towards netzero when we should of been more tortise, that saw the UK see where we were and where we wanted to be and go in a straight line like a roman road,but no concept of bridges or tunnels, that made the direction more bumpy than it could have been and far less impacting overall. There again, good example would be the mad rush done when they rushed to replace incadecent bulbs under Regulation EC 244/2009 with CFC bulbs chucked endless money to pat themselves on the back with LED taking over a few years later, sending those rushed replacement to landfill - which of note, if you broke one, you literly have to evac your house and air for a while due to the mecury in them. As I said, many good intentions are rushed like a hare when we all know the tortise wins the race.
Elon called it when this was announced. Sam never had the money. Interesting to contrast those two characters.
I think Sam is somewhat sociopathic, smooth salesman, not very technical, will say whatever needs to be said to get what he wants.
Elon is on the spectrum and has bad social judgement and is just immature in a lot of ways, is very direct and means what he says when he says it, even if it's often unrealistic or misguided. Is extremely technical, and honestly I think has better intentions, just gets in his own way a lot.
Dario is an odd duck but seems stable and good intentions, very technical (I think?).
Hasib, wow what a normal, likable guy, extremely technical.
Zuckerberg seems to finally be entering the chat in terms of big AI models.
I think Altman scares me the most, in terms of having control of this tech. Hasib probably seems the best to control it. Just in terms of if I had to pick one.
How does having an AI heat farm in the UK help with that? It's still owned and controlled by a US entity. Or is "being a leader" synonymous with "being a customer?"
"Our 4-person team's AI bill this month was $100K and I've never been more proud of an invoice"
"If your $250K a year engineers aren't spending $250K a year in tokens, you aren't getting your money's worth"
"If you aren't using at least $500 of tokens a day, it's time for a performance improvement plan"
https://news.ycombinator.com/item?id=47704137
However because of that, prices for Chinese-made DDR5 have risen in China (and globally) along with the prices of all others, just with a slight delay.
I can't even understand what this post is trying to say, considering OpenAI raised a giant new funding round mere weeks ago.
https://news.ycombinator.com/newsguidelines.html
Edit: I suppose I'd better add that yes, the rules here are the same regardless of whom you're talking about. We don't want this kind of fulmination on HN because it degrades discussion quality and evokes worse from others.
they closed a $120bn funding round last week... i think i feel about the same as you towards openai, but come on.
If there are strings attached, such as "will be able to navigate red tape to get X number of DC sites approved", then the number depends on OpenAI's ability to execute.
Elon Musk?!
If we assume they are trying to rapidly free up compute then the UK is a pretty stupid place to be building out new datacenters... Any project here overruns both in time and budget – if it even goes ahead at all.
Then you have energy costs which makes the UK one of the most expensive places in the world to build a datacenter. If you want to bring compute online fast and at a competitive price, then you're far better off building somewhere else in Europe like Norway.
UK been a mess enegy wise for a while as we rushed towards netzero when we should of been more tortise, that saw the UK see where we were and where we wanted to be and go in a straight line like a roman road,but no concept of bridges or tunnels, that made the direction more bumpy than it could have been and far less impacting overall. There again, good example would be the mad rush done when they rushed to replace incadecent bulbs under Regulation EC 244/2009 with CFC bulbs chucked endless money to pat themselves on the back with LED taking over a few years later, sending those rushed replacement to landfill - which of note, if you broke one, you literly have to evac your house and air for a while due to the mecury in them. As I said, many good intentions are rushed like a hare when we all know the tortise wins the race.
I think Sam is somewhat sociopathic, smooth salesman, not very technical, will say whatever needs to be said to get what he wants.
Elon is on the spectrum and has bad social judgement and is just immature in a lot of ways, is very direct and means what he says when he says it, even if it's often unrealistic or misguided. Is extremely technical, and honestly I think has better intentions, just gets in his own way a lot.
Dario is an odd duck but seems stable and good intentions, very technical (I think?).
Hasib, wow what a normal, likable guy, extremely technical.
Zuckerberg seems to finally be entering the chat in terms of big AI models.
I think Altman scares me the most, in terms of having control of this tech. Hasib probably seems the best to control it. Just in terms of if I had to pick one.