What’s behind the massive AI data center headlines?

Silicon Valley has flooded the news on the title of wild AI infrastructure investment this week.

Nvidia has said it Will invest up to $ 100 billion in OpenAeThe Then Openai said it would be made Five more Stargate AI Data Centers With Oracle and Softbank, add new power gigawats online in the coming years. And it was later published Oracle has sold $ 18 billion in bonds To pay for this data centers.

In their own way, every agreement is relaxing on the scales. Overall, however, we can see how Silicon Valley is moving to heaven and earth to train and serve the future versions of the ChatzPT.

This week EquityAnthony Ha and I (Max Jeff) out of the heads to break what is actually going on in this AI infrastructure agreement.

Rather, conveniently, the Open is given the world a glimpse of a power-intensive feature this week that can serve more broadly if there is access to more AI data centers.

The company has launched Pulse – A new feature in ChatzPT that works overnight to provide personalized morning briefing for users. Experience seems like a news app or a social feed – something that you test the first thing in the morning – but there is no other user or advertising post (still).

Pulse OpenAI is a new category of products that work independently, even if users are not in the ChatzPT app. The company would like to provide many more of these features and roll out them for free users, but they are limited by the number of computer server available to them. Open is said that it can only provide its 200-dollar pro-customers to customers because of the constraints of power.

The original question is to support the OpenAI in the AI ​​Data Center not investing several hundred billion dollars like pulse. The feature is great and showing all all but it’s a long order.

Watch the whole episode to hear more about the huge AI infrastructure investment in Silicon Valley, Tikatok’s ownership stories, and the largest players in the Tech.