https://www.theinformation.com/articles/microsoft-and-openai-plot-100-billion-stargate-ai-supercomputer Microsoft to the moon? Does this bode really well for MSFT Stock? What are your thoughts on the future of these plans?
I think MSFT a huge potential (massive opportunity tbh). In the future AI will be decentralized with SLMs with few million parameters running on each and every laptops or personal devices. Licensing of those efficient models along with the AI copilot compatible devices (chips, hardware etc) will be where money will be.
Pied Piper!
Lots of koolaid here. Decentralized small models are in open source territory, and would cost lower to train and fine tune. No reason to be paying Microsoft anything. There in a mad rush to brand everything to copilot, but I see very little value proposition.
lol Microsoft trying its hands again at hardware? That always ends well. Should stick to Nvidia (paywall so can’t confirm)
It might be legit. You will need to deploy lots of these mini-models for niches, and retrain them constantly, depending on the context. I wish I could hop aboard but I don’t know how.
Imagine buying that much in hardware that will be obsolete in 2 years 💀
The $100B is for a data center that won’t even come online until 2028
Here’s the non-paywall article https://www.reuters.com/technology/microsoft-openai-planning-100-billion-data-center-project-information-reports-2024-03-29/
Skynet in the making.
That means NVIDIA to the moon mostly, no?
AMD too
MSFT to the moon 🥜 For all msfties
TLDR pls
It bodes well for the companies who’s stuff we buy. But man the expenditure on that. Quite the risk, there goes any investment in human capital for the next decade….