A lot of partnerships from OpenAI this past month, for a cumulative of 26GW of compute. To put this in perspective Bitcoin uses about 20 GW of electricity.

#Broadcom: Partnership to deploy 10GW of OpenAI-designed AI accelerators

Multi-year partnership enables OpenAI and Broadcom to deliver accelerator and network systems for next-generation AI clusters.

Link.

#AMD: Partnership to deploy 6GWs of AMD GPUs

Apparently Jensen Huang learned about this partnership only few days after the NVIDIA partnership.

Link.

#NVIDIA: Partnership to deploy 10GW of NVIDIA systems

OpenAI to build and deploy at least 10 gigawatts of AI datacenters with NVIDIA systems representing millions of GPUs for OpenAI’s next-generation AI infrastructure. The first gigawatt of NVIDIA systems will be deployed in the second half of 2026.

Link.

Satellite images and videos of Stargate Abilene, TX: video and photos.

The Ouroboros of OpenAI and NVIDIA continue.

Fun fact, the US electricity cost is going up. I wonder why!?

Compute Is Growing Dramatically

OpenAI has 14x more compute than when it launched GPT-4.

xAI doubled the compute available between the Grok 3 and Grok 4 launches.

Anthropic has the least compute, but they’ve been very efficient at converting compute into highly successful models. For example, Claude 3.5 was launched with about one-fifth of the compute Anthropic has now.

Google which likely has the most compute, though not clear how concentrated it is for LLM training.

Source: SemiAnalysis

OpenAI is planning to use more energy than the UK or Germany in 5 years, and more than India in 8 years. That’s just one company.

Source: https://x.com/MichaelAArouet/status/1972197733709824143

What's OpenAI Master Plan?

We've seen the OpenAI Master for Data Center, we've yet to see the consumer hardware and robotics unrolling — probably Jony Ive is working on it.

Fun Fact

OpenAI is taking on a lease for 90,000 Sq feet at the Puck Building in SoHo, where the now closing REI Store is. This is a metaphor.

OpenAI keeps on shipping and destroying startup moats, this picture pretty much summarizes how we all feel.