Open Ai
BREAKING FROM BLOOMBERG:
OPENAI PITCHED THE WHITEHOUSE ON BUILDING 5-GIGAWATT DATA CENTERS AND CEO SAM ALTMAN MET WITH WHITE HOUSE OFFICIALS EALIER THIS MONTH.
Two things are becoming obvious:
First, Sam Altman seems to be in all the important conversations around AI. Whether it's getting ChatGPT to be the default for the new iPhone or convincing the White House to care more about building data centers...
Second, we need more energy. We needed it yesterday. If we are going to build AGI, we just need more data centers.
Now the $MSFT Blackrock new $30B fund continues to make more sense. The Microsoft $CEG Energy deal makes more sense. $AAPL & $NVDA deciding to invest in the new OpenAI $150B funding round makes more sense. Also, $TSLA Tesla energy continues to be underrated as a segment of the business growing 100% YOY if this much demand is already piling up and we haven't even got to the 5th addition of GPT.
OpenAI is going for everything. The infrastructure of the energy. The data center build out. The best foundation LLM. And then the final part...AGI$Microsoft(MSFT)$
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