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/
BIG TECH
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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
). 10/ -
China’s DeepSeek AI Challenges US Dominance Geopolitically
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Le nouveau modèle chinois @deepseek_ai est un choc géopolitique et technologique 1 La Chine rattrape les USA en IA 2 Cette concurrence inattendue va accélérer la démocratisation de l’intelligence qui devient GRATUITE 3 La position misérable de l’Europe en IA devient une
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Deepseek R1 challenges GPT o3 in AI competition between US and China
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Le monde de la tech est en ébullition depuis le lancement de l’IA chinoise Deepseek R1, visiblement plus performante et légère que GPT o3. Le choc des titans a commencé, entre d’une part une Amérique qui va déréguler à tout-va, et d’autre part une Chine qui va tenter d’imposer
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R1 AI Model Triggers Market Sell-off Across Tech Sector
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Expect market sell off on all things AI tomorrow. r1 has got ‘em rattled. But it’s still early, early days for Industrial Intelligence.
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Deepseek Vindicated: China’s AI Engineering Supremacy Emerges
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In my book AI Superpowers, I predicted that US will lead breakthroughs, but China will be better and faster in engineering. Many people simplified that to be “China will beat US”. And many claimed I was wrong with GenAI. With the recent Deepseek releases, I feel vindicated.
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Lex Fridman Conversation with Marc Andreessen Available Now
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Here's the links for my conversation with Marc Andreessen (
@pmarca
): YouTube: https://
youtube.com/watch?v=OHWnPO
Kh_S0
… Transcript: https://
lexfridman.com/marc-andreesse
n-2-transcript
… Podcast: https://
lexfridman.com/podcast
