The creation of Stargate depends on OpenAI's delivery of its next major AI upgrade, rumored to be GPT-5, due in early 2025. However, OpenAI's innovation may be slowing, as evidenced by its failure to ship a new AI project named "Arrakis" in 2023. The biggest challenge to building the supercomputer will be securing Nvidia GPUs, which have been in short supply.
Key takeaways:
- Microsoft is reportedly planning to build a $100 billion supercomputer named 'Stargate' to power OpenAI’s next generation of artificial intelligence systems.
- The supercomputer, rumored to be one of the largest and most advanced data centers in the world, could launch as soon as 2028.
- The creation of Stargate is largely dependent on whether OpenAI can deliver its next major AI upgrade, rumored to be GPT-5, due in early 2025.
- The largest limiting factor to building an AI supercomputer of this scale will be securing Nvidia GPUs, which have been in short supply throughout the AI hype cycle.