openai

With GPT-5, Openai wants to place it at the center of all things

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Microsoft and Apple defined the PC segment and They made him a Commodity. The computer became in something standardcommon and easily interchangeable, Without too much differentiation. Those who ended up winning that battle, however, were Microsoft and Intel, who took a good part of the benefits. Then the mobile would arrive. It is clear that those who have won this segment have been Apple (with iOS) and Google (with Android), but be careful, because those who defined it were two companies. The first, the aforementioned Apple, which also triumphed with the APP Store paradigm And it has ended up taking about half of the income. The second, a company where perhaps not many would have thought: Amazon. The electronic commerce giant would end up promoting the cloud with its Amazon Web Services, and It also ended up turning that cloud into another Commodity. And as happened with Microsoft and the PC or Apple and the mobile, Amazon ended up monopolizing a good part of the benefits of the cloud. A cloud we considerably access (for example, through the iPhone), but to which we don’t even pay too much attention: It is there and works, as before the PC and now the mobile. As explained by analyst Ben Thompson In StratecheryThey are everything Commodities. Well, there are those who expect AI to end up becoming another Commodity. That this segment for which now They compete a multitude of companies It ends up becoming (perhaps) a duopoly like the one created by Microsoft and Intel in the PC or Apple and Google on the mobile. Foundational models are the new PC/mobile, and although there are strong candidates to end up winning that race, everything is yet to be defined. AI like Commodity And that is where GPT-5 comes into play, which wants to be something like Apple’s App Store or Amazon AWS: that platform that Turn it in the company that defines the AI race and manages to win it. And that over time also influence that conversion of AI in a Commodity. With this OpenAi launch you play a lot. Sam Altman has been living in two things for years. On the one hand, of the success of Chatgpt, a remarkable product, but for the moment not revolutionary. On the other, Above all, of Hype. Of promises and moments wow like the one they gave us With GPT-4O or with them Studio Ghibli Style Images. Because we insist, Chatgpt is a good product that has proven useful as an assistant in all types of tasks, but especially in programming. Has unusual an unusual fever for the generative AI and data centersand has caused many companies to trust their future –or rather they bet– To this technology. But revolutions, for the moment, few. Comparisons with phenomena such as PC, Internet or mobile are inevitable. And in all of them discourse and evolution were similar. There were doubts and skepticism at the beginning, exaggerated bets later –Hi, bubble Puntocom– And, indeed, revolution. And it is expected that something like this passes with the pass, although in fact the most devout of this technology claim that this will go further. Others, much more skeptical, believe that This is a bubble that will end exploding … although it can end it deriving the true revolutionas happened with the Internet. Whether there is bubble and explodes as if not, GPT-5 is for Openai a key model for your future. And the paradox of this model is that the company needs the greatest jump in the history of AI Just when it seems most impossible. It is about to see how good the model is really, but the company cannot suffer Another fiasco like GPT-4.5 or your reputation will be very damaged. Will Openai achieve with GPT-5 and the AI what Microsoft, Apple or Amazon already achieved in their respective segments? That is the big question. And we will have to wait a bit to answer it. In Xataka | There are too many AI models. That raises a true death sentence for Anthropic and Claude

This is the launch of the most anticipated artificial intelligence of Openai in an increasingly fierce race

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For months, the feeling was clear: OpenAi needed a blow to the table. GPT-4 had raised the bar, and GPT -4 -or reinforced that base with concrete improvements in performance and multimodality. But GPT –4.5 He did not convince: for many, it was a false step, With few real improvements and too many promises without compliance. Today, With GPT -5, the company seeks to recover impulse. The new model is now available and arrives in three versions. Openai has profiled GPT -5 as its most complete model to date. His training puts the focus on three great pillars: understanding more precision instructions, managing longer contexts and working hand in hand with external tools. The ambition is not less: transforming the model into a kind of digital agent that not only responds, but acts, plans and adapts. The clearest difference is how we interact with him. GPT -4 forced to choose: speed, vision or reasoning. GPT -5 breaks with that barrier. Now it is the model who decides in real time if he must respond instantly or stop to think. The result is a more fluid experience, without the need to configure modes or activate specific functions. GPT -5 is already the new default model in the free chatgpt plan. It is the first time that anyone can access an advanced reasoning system without going through a box. In payment plans, the model is deployed with more powerful versions: Chatgpt plus ($ 20 per month): access with extended limits Chatgpt Pro (200 month): unlimited access to GPT -5 Pro, a variant reinforced with more power, better answers and extended functions (voice, search, canvas, deep reasoning) Enterprise, Team and Edu plans will receive it next week as a base model. In development. Images | OpenAI In Xataka | I have tried the new OpenAI models. It has been a small odyssey with prize: I have a chatgpt at home

OpenAi has just kick the AI board. Your new model is free and can be downloaded to use from the laptop

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Although his name suggests a certain vocation of technological opening, Openai had been moving away from that spirit for some time. From long before the launch of Chatgptin November 2022, the company did not publish an open weight model. In fact, it is the first open weight model since 2019 (GPT-2). That has just changed. This Tuesday, OpenAi has announced GPT-Ossan open weight model under Apache 2.0 license that can be downloaded for free and, in its small variant, run even in a laptop. A movement that nobody expected at all, especially since all eyes were put in Lat the imminent arrival of GPT-5. What is GPT-Oss? GPT-Oss is a language model developed by OpenAI, capable of understanding text instructions and generating answers with a high level of coherence, context and utility. It is a variant of the GPT family, the same technology that gave rise to Chatgpt, but with a key difference: its weights are open. That is, you can download it, run it on your own computer and adapt it to your needs. For the first time in years, OpenAI launches a powerful model that is not tied to its platform. You can use it without internet connection, without depending on your servers and freely to customize it. And besides, it is free. That opens the door for developers, small companies or even advanced users can experiment with AI in their own terms. What means that the weights are open? When we talk about the “pesos” of a model are open, we refer to the internal numerical values that you have learned during your training. They are, in essence, the knowledge of the model: what allows you to reason, write, translate or generate useful answers. That OpenAi has released those weights means that anyone can download them, analyze them and use them outside their servers. It is not the same as releasing the complete source code or the data with which it was trained, but it is an important step: it allows you to execute the model in own environments, adapt it to concrete tasks or integrate it into products without having to go through the Openai API. So is it a really “open” model? Now, the weights are open does not mean that the model is completely open. GPT -Oss is not Open Source strictly speaking: OpenAi has not published the data with which the model or the full code of the training process trained. What has released, as we say, is the final result, the parameters learned, under a permissive license (Apache 2.0). That is why we talk about an open weight model, not open source, According to the standards of organizations such as the Open Source Initiative (OSI). Can I use it on my computer? It depends on the model. GPT-Oss occurs in two versions: one of 120,000 million parameters and a lighter of 20,000 million. The most powerful version requires a GPU of at least 80 GB of memory (professional environments). The 20B version is much more accessible: it can be executed on computers with 16 GB of memory, which opens the door to use in personal portables and PCs. It is already compatible with tools such as LM Studio (which we have used to try Deepseek and other models)flame.CPP or VLLM, which allows you to try it at home without connecting to the cloud or depending on OpenAi. Of course, it is recommended to have some technical experience to put everything in motion. It is compatible with tools such as LM Studio, Llama.CPP or VLLM. Where do I download it? Is it really free? Weights are available for free download mainly in Hugging Faceand can also be deployed through platforms such as Azure, AWS or Databricks. The two variants, 120b and 20b, together with the necessary documentation are available. OpenAI publishes GPT-Oss under Apache 2.0 license, which means that you can use it, modify it and adapt it for commercial purposes. Do not pay for download or use it at home. If you choose to execute it in the cloud or on a payment infrastructure, the cost will depend on the supplier you use. Is it easy to use or do you have to have a certain level of knowledge? Using GPT-Oss is not as complicated as training a model from scratch, but it is not a solution that works with two clicks. The models include clear instructions and are integrated into platforms such as LM Studio or Llama.cpp, which allow them to be executed at local ease. That said, you will need to understand basic concepts such as execution environment, models loading and parameter configuration. If you have already worked with other open weight models, it will not cost you. If not, there are guides available, but you will have to devote some time to put it to function as it is. What can this model do? GPT-Oss is a multi-support model. You can reason, generate text, write code, answer questions, search for information and operate external tools, such as python browsers or interpreters. All this is also compatible with agents based on workflows, useful for more complex and automated tasks. Openai states that the 120B model achieves a proximity with O4-MINI in reasoning tests, while the 20B model offers similar results to O3-MINI in Common Benchmarks, with a good performance in programming, reasoning for steps and use of tools. It is not the most powerful model of the house, but one of the most versatile that can be used without paying or depending on your API. Images | OpenAI In Xataka | A watchmaking pump threatens the most powerful alliance of technology: Microsoft’s AGI clause Images | OpenAI In Xataka | A watchmaking pump threatens the most powerful alliance of technology: Microsoft’s AGI clause

Microsoft and Openai AGI clause

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Microsoft is losing its advantage in AI before its own partner. OpenAI, the company that received 13,750 million dollars of investment, now negotiates from a position of strength to weaken the most lucrative relationship of the technological sector. That of a marriage of convenience in which both parties have more and more misgivings of the other. Why is it important. A clause buried in the contract between the two companies could dynamite the alliance. Yes OpenAi declares having reached the General Artificial Intelligence (AGI)Microsoft would lose access to all future models. It would be anchored in obsolete technology while its partner would conquer the market with higher tools. The panoramic. What began as a marriage of convenience has become a battle for control: Microsoft needs Openai technology to compete with Google and Amazon. OpenAI needs Microsoft servers to train their models. But Each company now seeks to reduce its mutual dependence While renegotia a ratio valued in hundreds of thousands of millions. In detail. The AGI clause works as a three -part watchmaking pump. First, the Openai Council can unilaterally declare that the AGI has reached. Second, there is an economic threshold: If OpenAI shows that its models can generate more than 100,000 million in benefitsYou can cut access to Microsoft. Third, Microsoft is prohibited from developing AGI on its own until 2030. When the agreement was signed, Microsoft thought the AGI would take decades to arrive. Sam Altman, OpenAi CEO, It has been shortening the deadlines. It sounds as if Altman were moving the goal to call AGI to a simple better model to get rid of Microsoft. What has happened. The problems began in November 2023, when Openai’s Council fired Altman without warning Microsoft. Although they replaced him days later, Microsoft lost confidence in its partner. In March 2024, Microsoft hired Mustafa Suleymanfounder of Deepmind, to lead his division of internal. OpenAI responded by diversifying its suppliers Cloud With agreements with Oracle and Google. The figures. Openai folded its annual income, from 5.5 billion to 10,000 million dollars, in 2024. This year It already goes for 12,000 million. But the company continues to lose money: in 2024 it registered losses of almost 5,000 million. Microsoft, meanwhile, generates 75,000 million annually with Azure, and an important part comes from OpenAi. The context. OpenAI wants to restructure your business model to eliminate the top to the benefits and allow investors and employees to have direct shares. Microsoft must approve this change, which gives negotiation power to review the entire relationship. Between bambalins. Tensions have climbed beyond financial aspects. Some OpenAi senior researchers resist delivering their developments to Microsoft, despite the company’s contractual rights until 2030. OpenAI has begun to offer its services directly to business clients, short -circuiting Microsoft as an intermediary. Yes, but. Both companies remain deeply interconnected. Microsoft has built its entire AI ecosystem (Co -cilot, Azure Openai Service) around OpenAi technology. Chatgpt has 900 million downloads to The 100 million co -pilotturning Openai into the real winner of the consumer market. By win. And now what. Negotiations advance towards an agreement that could be completed by the end of summer. Microsoft seeks to keep access to OpenAi technology even after AGI and obtain a 30-35% participation in the restructured company. OpenAi wants freedom to choose suppliers Cloud and offer services through AWS and Google Cloud. Turning point. If they do not get an agreement, Microsoft could keep the current contract until 2030, but would run the risk of losing access to the most important advances in AI. OpenAI, meanwhile, needs Microsoft’s approval to complete its restructuring and access 40,000 million in new financing. The big question It is if one of the most powerful alliances of technology can survive when both partners have become rivals. The answer will also serve who will control much of the future of AI. Outstanding image | Xataka In Xataka | All AI companies promise that the AGI will arrive very soon. The problem is that chatgpt is not the way

GPT-5 will be better than its predecessors. The point is that for Openai that is no longer enough

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It smells in the environment. GPT-5 is falling. Well, not only is he smells: it is also Sam Altman already shown that He is using it. There are many indications that point to an imminent launch, and it is therefore good time to assess what we expect from this new foundational model and its impact for the industry. Downward expectations. In general, the sensation of media and analysts coincides: the quality jump that we will see from GPT-4 to GPT-5 will not be much less that we saw between GPT-3 and GPT-4 when the latter He threw himself In March 2023. The reason is simple: climbing (dedicate more computation capacity and more training data) It no longer raises such notable improvements like those raised. Expected deceleration. That “Founder of AI“It was already expected – engineers knew that this better rhythm was not sustainable – and precisely the rescue came things like modes of reasoning. To make the model “reason” work: That allowed not to respond immediately, and instead the model explores several paths and ends up deciding the best. The problem? If “reasons” it takes longer to answer, and if it takes longer to answer conversing with it it is no longer useful. And that’s where GPT-5 enters. The off -road model. If we expect something from GPT-5, it is something like “the model to dominate them all.” So far there was a real chaos in OpenAi and its models: we have chatgpt as a unifying layer, but from this chatbot you can choose different models and different ways (reasoning, research, etc). GPT-5 is expected to automatically adapt to user’s needs (although being able to select modes manually does not seem a bad idea for advanced users) and becomes an off-road model that Unify everything. Better in everything, but maybe not too much. Of course, GPT-5 is expected to represent a sensitive leap in the capacities of this founding model. There are many rumors about what will be especially trained to program and to solve mathematical and even scientific problems. Advanced reasoning. It is also expected to have an advanced reasoning capacity, and here there may be two psible striking improvements. The first, that the model reasons better but also does it faster and more efficiently. Or that reason better (and slower) but reason as well as now, but at the same time that does not prevent chatting with it in that way. In both cases the result will be the same: more precise and detailed responses. Deep Think. The second, which perhaps Openai implements the same idea that Google has already implemented in Gemini: a Model “Deep Think” that combines the power of several instances of the same model so that they all reason and end up reaching the best conclusion. This second option, of course, raises the arrival of an even more expensive subscription plan, because this mode of reasoning is very expensive and using it intensively will be oriented only to very specific scenarios in areas such as the scientist or academic. Agentic. OpenAi already recently presented Your chatgpt agentand GPT-5 is expected to have a key participation in the future of that option. Right now, the agthic capacity of that service is surprising – it takes the control of the browser and you ask you to do something – but also limited (it takes a long time in everything, it is often wrong). With the new foundational model its performance should end up improving in a sensitive way too. A model of AI that threatens more jobs. THE IMPACT IN THE INDUSTRY It is certainly uncertain, but if these capabilities are really notable, there will be more threatened jobs. GPT-5 could, for example, being a strong candidate to even replace people in customer service and technical support: their ability to talk in real time-and to remember more and more details of users-is very striking in this regard. Sectors such as health, with improvement of diagnostic prelminar, or education adapting more and better to each student, such as They have already profiled with their mode of studyThey are clear candidates to be affected. After the failure of GPT-4.5, OpenAi needs a total success. A few months ago OpenAi suffered The greatest failure in its history with GPT-4.5a model that cost a lot to launch and did not show really striking improvements. He ended up going back and now he needs GPT-5 to represent a decent (at least) jump. Keep burning money. The role of GPT-5 is also key to maintaining the good reputation of the company. They live in much of it, and demonstrate the gigantic investment rounds that it has achieved over the last years. In Openai they continue to burn money as if there were no tomorrow, and although it already generates respectable income – it is estimated that will enter 12,000 million dollars In 2025— he is far from profitable. Fierce competition. The threat is also multiplied against rivals like Google and now also a goal. The first is Your most direct competitor (together with Anthropic) in terms of quality of commercial foundational models. The second has become a real toothache, especially since it has so much money (and generate both thanks to Instagram and Facebook) that does not need external investment and can waste money without apparent problems. For example, stealing talent without stopping. Please subscribe to chatgpt. Chatgpt’s popularity is undeniable, and today many users associate “AI” with “Chatgpt” when using any of the available models. That has allowed its number of weekly unique users either 700 million “Four times the one who was a year ago,” exceptional growth. Subscriptions, yes, are slower: at this time OpenAI has five million business business users, while the figure was three million in June. He needs many more to deal with his astronomical expenses, and GPT-5 should listen to get it. In Xataka | The AI war intensifies: Anthropic cuts Claude’s access to OpenAi. He has done it before the launch of GPT-5

Anthropic cuts Claude’s access to Openai. He has done it before the launch of GPT-5

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The AI race is very intense lately. The last episode is stars in Anthropic, who have cut access to Openai so that they cannot access their family of models Claude. The company claims to have caught the engineers of Chatgpt wearing Claude programming toolswhich has not fallen very well. This, According to a spokesman From the company to the medium Wired, it is “a violation of its terms of service”, so they have restricted access to the API. What has happened exactly. Openai connected Claude to his internal tools through his API, instead of the conventional chat interface. This allowed the company to carry out comparative evidence between Claude and its own models in areas such as programming, creative writing and security -related responses. The results helped Openai evaluate the behavior of their models and make necessary adjustments. An endless war. This decision goes beyond a simple contractual dispute: marks a turning point in the relationship between two of the main powers of the generative AI. Anthropic was born in 2021 precisely from an Openai split, when several key researchers, including the brothers Dario and Daniela Amodei, left Altman’s company due to differences on the direction and safety of AI. Since then, The tension has been palpablealthough it had remained in the background. The justification of Anthropic. “Claude Code It has become the preferred option of programmers everywhere, so we were not surprised to know that Openai’s technical staff were also using our programming tools before the launch of GPT-5“said Christopher Nulty, spokesman for Anthropic. The company considers that this constitutes a direct violation of its commercial terms, which expressly prohibit using the service to” build a competitive product or service “or” make reverse engineering. “ Openai’s response. Sam Altman’s company He has defended its practices as “standard in the industry” to evaluate other AI systems and improve security. “Although we respect Anthropic’s decision to cut our access to the API, it is disappointing considering that our API is still available for them,” said Hannah Wong, director of communications of OpenAI. Between the lines. What we see now is the materialization of a cold war that has been being taken for years. Anthropic has positioned Claude as the “safer and more ethical” alternative against Chatgpt, while Openai has maintained his leadership for mass adoption and general abilities. This rivalry is not only business: it is also philosophical, with very different approaches on how to develop and market the AI. In addition, the blockade of the API is not an isolated case in the technological sector. As They mention In Wired, Facebook also blocked Vine In his day and Salesforce He recently limited access to competitors. What is clear is that this reflects how competition in AI is becoming more aggressive and territorial. Important nuances. Despite the blockade, Anthropic has clarified that will maintain OpenAi access “for benchmarking purposes and security evaluations”, a practice considered standard in the industry. However, the company has not specified how this current restriction will affect these activities. And now what. This climb arrives at the worst possible time for OpenAi, especially considering that we would be officially knowing GPT-5, which promises significant programming improvements. Therefore, everything indicates that Anthropic is willing to use all the tools at their disposal to stop the advance of its competitors. The worrying thing is that this could only be the beginning of a more open war between the Big Tech and the use of AI. In Xataka | The investment in AI already represents 2% of the US GDP. The problem is that it doesn’t even work well

GPT-5 is being a tortuous path for OpenAi and points to an uncomfortable reality: the era of the head is over

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Chatgpt-5 is falling. They have not confirmed it directly, but Sam Altman is already in ‘Hype’ mode and all Rumors They point out that the new model will be presented this month. That GPT-5 It will improve its predecessors is evident. However, as has happened in other industries (Did anyone say smartphones?) The rhythm of the advances is slowing down and everything indicates that GPT-5 will not be the revolution that were previous versions. A discreet jump. They tell it in The Information. Sources close to OpenAI say that, although with improvements, the qualitative leap will not be as great as it was with GPT-3 and GPT-4. This contrasts with Altman’s constant mentions The close thing that is to achieve a general artificial intelligence (AGI), an AI capable of matching the smartest human being in all areas of knowledge. But Chatgpt-5 is far from being AGI and also OpenAi has encountered numerous obstacles along the way. The GPT-5 that was not. At the end of 2024, Openai was working on an internally nicknamed model and that was the candidate to become GPT-5. However, the jump with respect to the previous version was not large enough and finally OpenAi decided to launch it as GPT-4.5, an intermediate version that Nor was it a great improvement With respect to its competition. In Xataka A group of experts in AI attended a party in a mansion. The topic of conversation: what will be when AI ends humanity The one that will be. Openai has continued working on what GPT-5 will be and is about to launch. According to internal sources, the new model improves especially in programming and also does so more efficiently; It is able to produce higher quality code without consuming more computing power. Openai wanted to improve this area, where Anthropic takes a lot of advantage with Claude Code. GPT-5 will also improve its agricultural skills and will be able to follow complex instructions to function without human supervision. In The Information they cite an example about a customer service agent. Giving it a list of rules, GPT-5 can decide when a client must receive a refund, while in previous models they needed to see many complex cases to do it well. Although there will be improvements, The shadow that will not be surprising continues to fly over. Obstacles. The Tensions between Openai and Microsoft They have hindered the advance of the new model. There have been internal friction between both companies, especially for intellectual property issues. Openai accused Microsoft of anti -competitive behaviors. Microsoft accused Openai of not giving access to his most advanced models. They also faced a shortage problem of quality training data and, more recently, the Discompassed talents to the team of Zuckerberg Superintelligence and Google by removing Windsurfhis commitment to the Vibe-Coding. {“Videid”: “X9N4GWC”, “Autoplay”: False, “Title”: “OpenAi has presented chatgpt agent”, “Tag”: “chatgpt”, “duration”: “47”} The challenge. Openai has encountered a problem: that specialized reasoning can be taken to a chat with which we can talk naturally. It is what happened to them with O3, the reasoning model that They presented in April and that will feed GPT-5. Both this model and O1 were trained by reinforced learning, but O3 provided much more processing capacity and obtained surprising results. However, by turning it into a version of chat, that performance fell into chopped and I lost many capabilities. The reasoning model is so powerful that the response time increases a loteven for very simple questions. GPT-5 is expected to be at an intermediate point. Continuism. GPT-5 improvements may be more than enough for OpenAI continues to feed your machinerybut it seems clearer that there is a deceleration of the generative AI. At the end of 2023 Bill Gates already said that I did not believe that GPT-5 would be much better than GPT-4 and that the generative AI was close to its roof. It is an almost natural process and that we have seen with other industries such as smartphones: a lot of innovation and qualitative leaps in the first years, followed by a continuous stage in which the novelties are lower and the sensation is progress, but much slower. Image | Wikipedia, Pexels In Xataka | There is a chatgpt fever among public officials. What we do not know is how it will affect us as users (Function () {Window._js_modules = Window._js_modules || {}; var headelement = document.getelegsbytagname (‘head’) (0); if (_js_modules.instagram) {var instagramscript = Document.Createlement (‘script’); }}) (); – The news GPT-5 is being a tortuous path for OpenAi and points to an uncomfortable reality: the era of the head is over It was originally posted in Xataka by Amparo Babyloni .

OpenAI is already generating GDP size benefits from a small country. Follow light years of being profitable

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Winning 12,000 million dollars a year seems somewhat prodigious for any company, but not when that company is called Openai. The evolution of income is being remarkablewithout a doubt, but both her and others – and here Anthropic is another good example – something serious happens to them: that they continue to spend more than they win. 12,000 million for OpenAi in 2025. As indicated In The Informationa new estimate that Openai’s “annualized” revenues will be 12,000 million dollars in 2025. The figure is a projection, but it is significant taking into account that in 2024 the estimated revenues were according to various sources of 3.7 billion dollars, although In Reuters They talked about the fact that they had actually reached 5.5 billion dollars. And 4,000 for Anthropic. The same media also recently indicated how the estimate in the case of one of its great rivals, Anthropic, has also risen and now It is 4,000 million dollars. Just two months ago that figure had already been checked and was 3,000 million, which means one thing: both are growing in number of subscribers. 700 million “Chatgpteros”. Another of the data to which the information article points out refers to the number of weekly active users. According to their data, 700 million people use chatgpt at some point in the week, which marks a unique milestone for the company. It is true that the vast majority of them are users of the free version, but that base is what allows part of those who use the service for free They end up pointing out to any of the chatgpt subscription plans. Income growth is being unusual in OpenAi and Anthropic, but both companies are spending absolute fortunes to end up being profitable. Source: Reddit. It will win 12,000 million, how much will it spend? In Reuters indicate that the internal estimates of the company also point to higher expenses. According to those projections, OpenAI will spend 8,000 million dollars, but that figure is dentra on direct operational expenses. There are many more associated expenses – investments, infrastructure, other financial obligations – and that makes OpenAi not profitable for now. We do not have estimated spending data for Anthropic, but it has an identical problem: Spend more than you earn. Spectacular, but. Although this growth in income is certainly extraordinary, it must be taken into account that to achieve this, these companies carry “Burning money” for years. The investment rounds that Anthropic and especially OpenAi have captured have allowed them to have a lot of room for maneuver to lose huge amounts of money without that at the moment that worries too much. And they will continue to spend as possess. Especially in the case of Openai, which thanks to SoftBank support It has great plans that will make it necessary to spend true fortunes. They have done it to Buy the Jony Ive design study for 6,500 million dollars, but above all they will do it with the project Stargatewhich still seems like very difficult to complete. But no profitability until 2029. Those responsible for OpenAi do not seem too worried, and we knew what the company’s financial road map was known weeks. They will continue losing money until 2029when supposedly – all is a free estimate, not a promise – will earn 100,000 million dollars. It will be then when the company will begin to be really profitable, but again, All this is a promise (or maybe a hope). It could not perfectly be fulfilled … and even ending up falling short. Image | das | Fortune Brainstorm Tech In Xataka | Chatgpt takes the step to conquer students and teachers: their new mode does not give the answer, I build it with you

Openai has invested billions in chips. His only problem is that he has forgotten something important: cables

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While Openai designs increasingly complex models and promises cities size data centers, a much more terrestrial reality threatens to stop the advance: the electrical infrastructure is not ready for what is coming. At the beginning of the year. Sam Altman (OpenAI CEO) promised, together with Oracle and SoftBank, an investment of 500,000 million dollars in AI infrastructure Under the name Stargate. The announcement, Made at the White House with President Trumphe talked about building 10 gigawatts of data centers on American soil by 2029. However, the start has been slower than expected. According to The Wall Street Journalnot a single formal contract with SoftBank has not been signed, and the first center, in Ohio, is still in the evaluation phase. Meanwhile, Openai has advanced on his own, expanding his alliance with Oracle to develop 4.5 more gigawatts, adding more than 5 GW under construction, As the company itself has reported. A big problem behind. This does not only affect Openai, rather the entire AI sector since no investment or quantity of GPUS can solve the true bottleneck of the sector alone: the electricity grid. As Le Monde explainedtraining models such as GPT-4 consumes dozens of gigawatts -hora, but the real challenge is in the “inference”, that is, in daily use. Each consultation to a model like Chatgpt implies complex calculations that consume energy every second. From the International Energy Agency (IEA), It was warned That the global electricity consumption of data centers could double before 2030, exceeding 945 TWH, more than all Japan today. And there the paradox appears: we can generate more energy, but we have no how to move it. In other words, high voltage lines, transformers, substations, adequate land, permits, technicians are missing. It’s like wanting to fill a city with bottled water, but without having pipes. The project continues. In a last statementOpenai has affirmed that its expansion with Oracle is already creating tens of thousands of jobs in Texas and that the objective of the 10 gigawatts is on its way to being surpassed thanks to new alliances. The Stargate I site, in Abilene, has already begun to operate with NVIDIA GB200 chips. However, As the Wall Street Journal has detailed, Disagreements with SoftBank persist on where to build, how to finance and how to connect data centers to electrical networks that are already saturated. Sam Altman recognized the challenge in an internal memorandum cited by axios: “The thirst for computer science is beginning to tension the supply chain and demands some real creativity.” Other paths: atomic energy. Faced with these limitations, technological giants are looking for solutions outside the traditional electrical system. The answer, for many, is in a surprising return: nuclear energy. Goal has signed a 20 -year contract with Constellation Energy to supply part of its data centers from a nuclear plant in Illinois. Google and Amazon They have also opted for small modular reactors (SMR). Microsoft, meanwhile, will reopen a closed nuclear power plant since 2019exclusively to support your AI infrastructure. Nvidia has not been left behind. In 2024, it invested 650 million dollars in Terrapower, the company founded by Bill Gates that is building the first Natriat reactor, a fourth generation machine that, According to their developersIt will generate electricity by half of the cost of a conventional reactor. The project, which takes place in Wyoming, has a Spanish participation: the public company sees the reactor cover. Without cables, there is no ia. Meanwhile, the number of users continues to grow. Chatgpt reached 800 million active users in April, According to Altman cited in axios. Each of them generates requests, questions, images, instructions, and all that consumes energy. According to Le Mondetasks as simple as writing an email can be more than 7% of a complete mobile phone charge. And generating an image consumes even more. Elon Musk says his company XAI already operates with 230,000 GPUS, and expects 550,000 more. The AI does not rest, but the cables that feed do not supply. Artificial intelligence promises to change the world, but before it will have to face something more basic than any algorithm: the physical laws of electrical systems. There is no needless. There are no servers without energy. And there is no energy without cables. Image | Pexels Xataka | The AI is opening the doors of a radical revolution on the Internet: that we can all create apps without knowing

Openai and Oracle prepare a brutal data center with 2 million chips for ia

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The plan ‘Stargate’ It is the great bet of the government led by Donald Trump to keep the US at the head of development in artificial intelligence (AI). When this project was made public on January 22, it hit the economic endowment that would make it possible: nothing less than 500,000 million dollars. This money will leave the coffers of the Japanese investment group SoftBank; of those of OpenAI, the creators of Chatgpt; of those of Oracle, and, finally, it will also be provided by the investment firm Emiraratí MGX. These companies will support the construction during the next four years of an advanced network of data centers that will house the high performance computing infrastructure necessary to sustain US leadership in the AI field. The spearhead of these facilities is already being built in Texas (USA), in a town called Abilene. And it is colossal. In fact, this first data center of the ‘Stargate’ project will bring together, According to OpenAimore than two million chips for ia. 4.5 GW Dan for a lot When the US government announced to Bombo y S pay this plan left a great question open: how did he plan to solve the supply of electricity required by the new facilities? Large data centers for AI consume a lot of electricity, which has caused Some technology have opted for investing in nuclear centrals to guarantee the supply of electricity that these facilities require. Oracle began to install the first ‘racks’ with NVIDIA B200 platform servers in June At the moment this question is not completely resolved. And it is not because the ‘Stargate’ infrastructure should be completely ready before President Trump’s current mandate expires, and a new nuclear power plant can hardly come into operation in four years. Even so, Openai and Oracle have formalized A few hours ago they have reached an agreement to build the necessary infrastructure to Deliver additional 4.5 GW to your data centers. Interestingly, SoftBank does not participate in the financing of this expansion, although, as I mentioned a few lines above, it does in the ‘Stargate’ project. According to OpenAia part of the gigantic Abilene data center is already in operation. In fact, Oracle began installing the first racks With platform servers B200 of NVIDIA In June. It is surprising that in just six months a part of this installation is already active, but it is important that we do not overlook that the Abilene data center seeks to demonstrate that the ‘Stargate’ plan is viable within the deadline that those responsible have promised. Anyway, in this equation there is another unknown that also has a lot to say: China. “We hope that China significantly increase its investments in AI and semiconductors in response to the US domain in AI,” CBM consultancy analysts foresee. It makes sense. These two great powers world supremacy are being disputedso it is understandable that each significant step that give one of the two Receive a more or less overwhelming answer from the other. We can be sure that 2025 will be an even more agitated year than 2024 in the geopolitical and technological fields, so we will be attentive to the steps that US and China will surely give. Image | Christina Morillo More information | OpenAI In Xataka | Huawei attacks Nvidia positions in China: he wants to have dominant hardware in inference processes in AI

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