Microsoft & OpenAI planning $100 billion supercomputer Stargate AI – Gizmochina – https://www.gizmochina.com/2024/03/30/microsoft-openai-plan-100-billion-ai-supercomputer-stargate/

Microsoft, OpenAI plan $100 billion data-center project, media report says | Reuters – https://www.reuters.com/technology/microsoft-openai-planning-100-billion-data-center-project-information-reports-2024-03-29/ 

OpenAI May Develop Own AI Chips with Samsung and SK Hynix – https://www.koreatechtoday.com/sam-altmans-south-korea-visit-signals-openais-ambition-to-develop-own-ai-chips-with-samsung-and-sk-hynix/ 

Amazon Bets $150 Billion on Data Centers Required for AI Boom – Bloomberg – https://archive.md/gSroo

Nvidia’s AI chip dominance is being targeted by Google, Intel, and Arm – The Verge – https://www.theverge.com/2024/3/25/24111435/nvidia-ai-market-google-intel-arm-uxl-foundation-cuda 

Exclusive: Behind the plot to break Nvidia’s grip on AI by targeting software | Reuters – https://www.reuters.com/technology/behind-plot-break-nvidias-grip-ai-by-targeting-software-2024-03-25/ 

Microsoft Reportedly Building ‘Stargate’ to Transport OpenAI Into the Future – https://gizmodo.com/microsoft-building-stargate-transport-openai-future-1851375210 

“Spoke to a Microsoft engineer on the GPT-6 training cluster project. He kvetched about the pain they’re having provisioning infiniband-class links between GPUs in different regions. Me: “why not just colocate the cluster in one region?” Him: “Oh yeah we tried that first. We can’t put more than 100K H100s in a single state without bringing down the power grid.” / X – https://twitter.com/corbtt/status/1772392525174620355  

How We’ll Reach a 1 Trillion Transistor GPU – IEEE Spectrum – https://spectrum.ieee.org/trillion-transistor-gpu

TSMC: How the world’s biggest chipmaker is working to overcome a shortage of talent | CNN Business – https://www.cnn.com/2024/03/22/tech/taiwan-tsmc-talent-shortage-training-center-intl-hnk/index.html 

Intel

Intel confirms Microsoft’s Copilot AI will soon run locally on PCs, next-gen AI PCs require 40 TOPS of NPU performance | Tom’s Hardware – https://www.tomshardware.com/pc-components/cpus/intel-confirms-microsoft-copilot-will-soon-run-locally-on-pcs-next-gen-ai-pcs-require-40-tops-of-npu-performance 

NVIDIA

Nvidia Tops Llama 2, Stable Diffusion Speed Trials – IEEE Spectrum – https://spectrum.ieee.org/ai-benchmark-mlperf-llama-stablediffusion 

CUDA is Still a Giant Moat for NVIDIA – by James Wang – https://weightythoughts.com/p/cuda-is-still-a-giant-moat-for-nvidia

Heads up! You’ve scrolled to the end of this category. There may have been just one or two links (above), so go back up and double check to be sure you didn’t quickly scroll down past it.

Be Sure To Read This Week’s Main Post:

This week’s executive overview and top links are here:

AI News #25: Week Ending 03/22/2024 with Executive Summary and Top 55 Links

The post you just read is an deep dive extension of my weekly newsletter, This Week In AI, an executive summary of the top things to know in AI. Each week, I create an accessible overview for laypeople to feel confident they are conversant with the week’s AI developments. I include a curated list of must-click links of the week, to offer everyone a hands-on opportunity to explore the most intriguing updates in artificial intelligence across various categories, including robotics, imagery, video, AR/VR, science, ethics, and more. Beyond the overview, I post these topic-based deeper dives (below). If you haven’t read this week’s overview, I recommend starting there.

• Agents/Copilots
• Amazon
• Apple
• Artificial General Intelligence (AGI)
• Augmented and Virtual Reality (AR/VR)
• Autonomous Vehicles
• AI Audio
• Business and Enterprise AI
• Chips and Hardware
• Consumer Products
• Education
• Ethics/Legal Security
• Google
• Images/Photos
• International AI News
• Locally Run AI Models
• Meta
• Microsoft
• OpenAI
• Open Source
• Podcasts/YouTube
• Publishing and News
• Robots and Embodiment
• Science and Medicine
• Video
• Vision/Multimodality
• X/Twitter/Grok
• Tech and Development

Credits/Sources

Most of these weekly links come from just a few prolific oversharing sources. Please follow them, as they work hard to find the news each week and they make it a lot easier for me to compile.

• Robert Scoble: https://x.com/Scobleizer 
• Ethan Mollick:  https://www.linkedin.com/in/emollick/ 
• Alan Thompson: https://lifearchitect.ai/ 
• Theoretically Media: https://www.youtube.com/@TheoreticallyMedia   
• The Rundown: https://www.therundown.ai/ 
• Bilawal Sidhu:  https://twitter.com/bilawalsidhu/  
• TLDR: https://tldr.tech/ai  
• Jeremiah Owyang: https://twitter.com/jowyang  
• Nick St. Pierre: https://twitter.com/nickfloats  
• Dr. Jim Fan: https://twitter.com/DrJimFan 
• All About AI: https://www.youtube.com/@AllAboutAI   
• Marshall Kirkpatrick:  https://aitimetoimpact.com/

For previous issues, please visit the archives!

Thanks for reading!