Take your intelligence estimates for Project Stargate and multiply them by 10. Every AI lab now has the means to make their models 10X+ more efficient because of DeekSeek. This doesn’t mean AI and chips will be used 10X less: the 10X cost decrease means it gets used 10X more.
BIG TECH
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AI Model Efficiency Drives Bullish Outlook Innovation Wins
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We’re still in the first inning. A model that is 50x more efficient means… more reasons to be bullish on AI True that there is all to play for though – and the incumbents — or those with biggest CapEx— can’t rest easy. Innovation wins, and it is arrogant to think that it only
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OpenAI’s Capital Raising Masks Technical and Commercial Weaknesses
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We’re basically seeing this again. OpenAI with Sam Altman is so good at raising capital (incl. now from Softbank) that it's covering up the company’s technical & commercial weaknesses. See also this excellent @AINowInstitute report from @bcmerchant
. 23/ https://
ainowinstitute.org/general/ai-gen
erated-business
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DeepSeek challenges OpenAI’s expensive scaling strategy
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DeepSeek now also undermines the business case for scaling. OpenAI has been burning through staggering sums of cash to keep up its scaling paradigm and has yet to figure out how to balance its checkbooks – and it turns out it didn’t need to spend so much cash. 18/
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DeepSeek challenges OpenAI’s narrative on AI development trade-offs
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But DeepSeek shows – in the same moment as the Stargate announcement – that the trade off that OpenAI & co frame as wholly necessary is actually not. 15/
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Silicon Valley’s Control Over Critical Energy and Water Infrastructure
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Now on top of the negative externalities on people’s power, water, air, and global climate, we have another: the ceding of more & more control over critical energy & water infrastructure to Silicon Valley. I wrote about this last week in @TheAtlantic
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Stargate $500B infrastructure investment accelerates data center development
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Should Stargate follow through with $500B, it'll be the largest infrastructure spend in history and significantly accelerate the already startling pace of data center development post-ChatGPT. In turn that will significantly accelerate the aforementioned consequences. 13/
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Trump announces Stargate Project: $500B investment in AI computing infrastructure
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This line of thinking has been so effective in capturing the mindshare of powerful decision makers that president Trump just last week announced the Stargate Project, a $500B private investment into data centers & other computing infrastructure for OpenAI. 12/
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Tech Giants’ Emissions Surge Due to AI Energy Demands and Fossil Fuels
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Then there are the global impacts. More coal & gas means more carbon emissions, accelerating our climate crisis. Hence why Google & MSFT saw a ~50% & 30% jump in emissions since 2019 & 2020 respectively (from @darakerr at @npr
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