openai

OpenAI has purchased a software called Sky. And the loser in this equation is Apple

by

OpenAI has bought Skyan AI application for macOS that had not even been released on the market. Behind them are Ari Weinstein and Conrad Kramer, the creators of Workflow, the automation app that Apple bought in 2017 and became Shortcuts. Why is it important. Three people with years of experience within Apple, a deep knowledge of macOS, and a unique understanding of automation have decided it was better to build outside than inside. And OpenAI has just signed them to integrate ChatGPT precisely into Apple’s operating system. The context. Sky promised to be exactly what Siri should be by 2025: An AI that floats above your desk. Who understands what you do. That sees the context of your screen. And that executes complex actions with a simple instruction in natural language. The vision of AI-assisted computing taken to the maximum. The founders of Software Applications Incorporatedthe company behind Sky, spent years within Apple after purchasing Workflow in 2017. They left in August 2023. 26 months later, OpenAI buys them. The entire cycle has lasted less than two years. That’s speed. That’s what happens when you have a clear vision and there aren’t a hundred committees holding you back. What has happened. Kim Beverettthe third co-founder, also came from Apple. Almost ten years working on Safari, WebKit, privacy, Messages, Mail, FaceTime, SharePlay. They are product people. People who understand macOS better than almost anyone on the planet. And this is not just any startup. It’s a startup founded by people who know the ins and outs of macOS intimately, who know exactly what it can do and how to do it. And they decided that it was better to do it outside of Apple than inside. Between the lines. OpenAI does not buy Sky for the technology. Buy Sky for the talent. The twelve team members join OpenAI to, according to ChatGPT’s vice president, accelerate “deep integration with macOS.” Apple trained these people, gave them access to their systems. Now OpenAI is going to use that knowledge to build exactly what Apple should be building. Apple has been promising for months that Siri is going to improve, that Apple Intelligence It’s the future. But beyond hardware increasingly specialized in local modelswe’ve only seen delays and a fairly muted value proposition so far. Meanwhile… OpenAI has launched Atlasyour browser with deep ChatGPT integration. Now buy Sky to bring that integration to all macOS. With people who know exactly how the innards of the system work. Apple is being outplayed on its own turf. And it’s not just Sky. Jony Ive, the most important designer in Apple’s history, left in 2019. Now work with OpenAI on an AI device. With financing from SoftBank. With Sam Altman directly involved. The alarm signal. Apple has a cultural problem: it is too slow. Too cautious. Privacy is an important differentiator, but it may cost you to be left off the generative AI map. The talent that Apple trained is leaving because it can’t build what it wants inside. At least not with the desired speed. Sky will at some point arrive as an OpenAI product or as an integration into ChatGPT desktop app. But it will also be a symbol of what can be done with deep knowledge, clear vision and freedom to execute without twenty layers of approval. And now what. Apple needs speed. You need ambition. You need to be willing to take risks. Because talent doesn’t wait. And AI does not forgive slowness. In Xataka | OpenAI is already a binary bet: either get AGI, or everything blows up Featured image | OpenAI

OpenAI teamed up with NVIDIA and made circular financing fashionable. Anthropic has returned the ball with a surprise girlfriend: Google

by

Let’s see if we were going to believe that OpenAI was going to be the only one to look for powerful allies. Nothing of that: Anthropic just did the same and has announced an eye-catching agreement with Google. The AI ​​startup will have access to up to one million Google TPUs in a pact that is worth “tens of billions of dollars.” Less noise, but a lot of nuts. The figures of the agreement are modest if we compare them with those that OpenAI has managed in its circular financing agreements with NVIDIA, amd either Broadcombut here Anthropic seems to take a very different position. Compared to colossal projects like Stargate, Anthropic’s idea is focused on execution. Without making much noise, the company led by Dario Amodei has been gradually conquering the business sector. More than 1 GW of computing capacity. On CNBC indicate that this investment will allow the creation of a data center with a computing capacity greater than 1 GW and have it ready in 2026. It is estimated that a center of these characteristics would cost about 50,000 million dollars, of which about 35,000 million would be dedicated to AI chips. It may not be comparable to Stargate and the idea of ​​investing $500 billion in data centers, but the alliance between Anthropic and Google is significant. More than circular financing. The partnership certainly features elements of circular financing, but it is more of a symbiotic relationship with that cross-investment component. The dynamic is simple and is now completed with that commercial return. The agreement requires Anthropic to buy or rent infrastructure services from Google Cloud. Virtuous circle. With its original investment in Anthropic, Google helped that company grow, which in turn allows Anthropic not only the ability to grow, but the need for enormous computing power… provided by Google. In essence, some of the money Google invests in Anthropic returns to Google Cloud as revenue. The vicious (or virtuous, as they say in the US) circle is complete. Anthropic diversifies. Anthropic’s AI models are trained and used using infrastructure from various manufacturers. Thus, they use both Google TPUs and Amazon Trainium processors and NVIDIA GPUs: each platform is assigned to a specialized workload. In the case of Google’s TPUs, according to Anthropic the focus is “its strong price/performance ratio and its efficiency.” Promising successes, but… Anthropic’s growth is evident, and its annualized revenue rate (ARR) is now estimated to reach $7 billion. Claude Code, its developer assistant, managed to generate 500 million dollars after just two months on the market. But as always, that revenue can’t hide the fact that Anthropic, like other AI startups, you continue to spend much more money than you earn. Amazon is your other great ally. In fact, the company led by Andy Jassy has invested around $8 billion, when official data indicates that Google has invested $3 billion. AWS is still considered the largest infrastructure provider for Anthropic, and its supercomputer Project Rainierbased on the Trainium 2, allows you to have a large computing capacity for every dollar invested, they point out on Amazon. The company’s influence is not only financial: it is structural. Image | Wikimedia | Fortune Brainstorm Tech In Xataka | You thought you had an amazing connection on Tinder, but you were actually chatting with ChatGPT

While OpenAI takes all the media glory with ChatGPT, Alibaba is already taking important clients with Qwen. The latest: Airbnb

by

Alibaba has been investing in its family of open language models for quite some time.qwen‘, which are gaining increasing acceptance between developers and users. Although OpenAI takes all the media glory with ChatGPT and the rest of the services, the Chinese firm is not short and already is overtaking him with some clients. The latest example: Airbnb, which has chosen to rely mostly on Alibaba’s Qwen AI model for its automated customer service, leaving ChatGPT in a secondary role. Airbnb’s decision. Brian Chesky, co-founder and CEO of the tourist accommodation platform, explained Bloomberg this week that his company “heavily relies” on Alibaba’s Qwen model. As he admitted to the outlet, ChatGPT’s integration capabilities “are not quite ready” for Airbnb’s needs. On the other hand, Chesky assured that Qwen is “very good, fast and cheap.” It is curious, especially considering that Chesky is a personal friend of Sam Altman, head of OpenAI. How the system works. Airbnb’s customer service agent, which the company deployed to all its users Americans in English last May, is built on 13 different AI models, including those from OpenAI, Google and open source providers. However, Chesky recognized that, although they use the latest OpenAI models, “we usually don’t use them much in production because there are faster and cheaper models.” Just like point the company, the system has allowed them to cut their human workforce by 15% and claims to have saved average resolution time, going from almost three hours to just six seconds. Open source is gaining ground. Open source models, which developers can modify as they wish, are increasingly challenging closed systems like those from OpenAI. Although the company also has an open model (gpt-oss), Chinese tech companies are releasing models much faster, more cost-effectively, and open source. Joe Tsai, president of Alibaba, declared recently that the winner in AI should be determined by “who can adopt it the fastest,” not “who creates the most powerful model.” A future integration with ChatGPT in the air. Although Airbnb is awaiting the development of ChatGPT app integrations and could consider a collaboration in the future, similar to those of its competitors Booking and Expedia, the platform is not currently among the first applications available on the OpenAI chatbot. Chesky even advised to OpenAI about its new ability for third-party developers to integrate their applications into ChatGPT, a feature that the company announced this month and which he described as a “developer preview.” And now what. Airbnb plans expand its AI agent with support in Spanish and French this fall, and 56 more languages ​​next year. Meanwhile, the company claims to be betting on new social functions to foster connections between users and improve travel recommendations within the application. For Chesky, these features are “probably the most differentiated part of Airbnb.” Cover image | Unsplash (Oberon Copeland), Wikimedia In Xataka | OpenAI is no longer a startup. Now it is a black hole of 500,000 million that threatens the world economy

OpenAI has turned the global economy into Russian roulette with a single bullet: AGI

by

2025 is being the year in which OpenAI has ceased to be a technology company and has become a black hole that attracts capital, expectations and the destiny of companies that move billions, with a ‘b’. Sam Altman has designed a scenario where there are only two possible outcomes: AGI for them or collapse for everyone. Why it is important. OpenAI’s valuation has reached $500 billion as an unlisted company. It has moved more than a billion (also with ‘b’ and it is not a false friend of “billions”) in deals in recent weeks. Those figures only make sense if they get the AGI (Artificial General Intelligence). If not, everything explodes. The panoramic. A year ago, a round of 6.6 billion It seemed like an astronomical figure. Nine months later, 40 billion. Now we talk about 100 billion with NVIDIA. And so naughty. When we reach these magnitudes (and they are repeated) we stop talking about simple capital injections and talk about binary bets on the future of the world economy. The problem is that these figures have dragged other giants to the same precipice. The backdrop. Microsoft was the first to get hooked. Then he considered divorce and since then They are still together, but sleeping in separate beds. Furthermore, OpenAI has achieved something more dangerous: chaining Oracle, AMD and above all NVIDIA, the most valuable company on the planet on the stock market. If OpenAI clears its throat, all NVIDIA knobs jangle. And if NVIDIA falls, it drags down the S&P 500. The domino effect would reach pension funds, corporate spending and the US GDP. And from there, a chain effect for the economy of the rest of the world. behind the scenes. NVIDIA is not only funding OpenAI, it is also guaranteeing some of the debt the startup needs to build its own data centers. Is circular money: NVIDIA sends money in exchange for shares. OpenAI uses it to rent chips from NVIDIA. And those contracts allow NVIDIA to take on more debt to continue financing OpenAI. A loop that only works as long as the music continues playing. When the Titanic began to sink, the orchestra’s musicians were forced to continue playing. Yes, but. AI already works. It is already transforming sectors. Nobody doubts it. You don’t need to be AGI to have value. The problem is that OpenAI does need AGI to justify these insane valuations. They have set up a structure where any slowdown, any sign of doubt, will trigger panic. The money trail. Altman has found in Masayoshi Son to the perfect partner. The SoftBank founder has a history of big bets blowing up and miraculous saves (Alibaba, ARM). The Altman-Masa combination is a capital cannon pointing skyward. But it is also a detonator: if they fail, the explosion will be proportional to the ambition. According to Altman’s analysis, OpenAI has to beat Google before the latter’s TPUs hit the market and change the rules of the game. That’s why the rush. That’s why Atlas. That’s why the agreements with Broadcomconversations with Intel, promises to AMD. It’s not just about building the best AI, it’s about surviving until you get it. The big question. What if another macroeconomic event stops everything before superintelligence arrives? OpenAI is racing against the clock, it needs AGI before the economy trips over its own shadow. Meanwhile, the market rewards these alliances with instant increases. Oracle has multiplied its value just by announcing agreements with OpenAI. Capitalism of expectations: benefits are no longer needed, only promises of a future that does not yet exist. The same thing happens to others because OpenAI is the new King Midas. Decisive moment. This is no longer a bubble that can burst. It is a bet that can fail. And the difference matters. A bet drags down everything around it. OpenAI is already too big to fail without causing a cataclysm. Which makes it probable an Intel-type state bailout if things go wrong. Altman knows that many AI companies will disappear when the euphoria ends. Only the largest will survive. OpenAI plays at being so big that it has to be rescued. It’s already happened with the dotcoms‘. It can happen again. OpenAI has forced a binary scenario: either we achieve AGI or we face a brutal recession. AI works, transforms, improves processes. But that is no longer enough. We need trillions in value created. And if they don’t arrive in time, the collapse will be rapid. And ugly. In Xataka | AI is giving a second youth to unexpected actors: the old guard of enterprise software Featured image | OpenAI, Alexander Gray

OpenAI has become the “Fast Food” of AI. And that means that for Sam Altman the business is attention, not AGI

by

It was sung that OpenAI was going to launch its browser, so the Yesterday launch of the Atlas browser It didn’t take us too much by surprise. What is important is the fact that the company does not stop constantly releasing products and services. The pace is the most extraordinary we have experienced in recent years, and the obvious question is, what is OpenAI pursuing with this strategy? OpenAI is the great machine churros AI products of the world. In recent weeks we have seen how OpenAI has not stopped launching new AI services and products that have managed to flood the market. Some examples: And that’s not counting the Recently announced agreements with NVIDIA, AMD and Broadcom which make it clear that the pace of OpenAI announcements is absolutely dizzying: too many new things too often. Because? The hype race as a business priority. That extraordinary flurry of releases suggests that OpenAI’s big corporate priority is not so much the vaunted pursuit of AGI as it is dominating the conversation and, above all, the attention economy. What OpenAI wants is for us to be constantly talking about it, and the truth is that these launches are not exactly small: they all pose notable changes in its ecosystem and in the technology industry itself. Smokescreen. And such frenzy also acts as a strategic smokescreen. With this bombardment of releases (browser, applications, SDKs, improved models), Altman and his team not only generate more hype, but saturate the competitive space. Rivals barely have time to assimilate or replicate a feature when the next one has already been announced. Towards an operating system. The launch of Atlas is an especially significant move. With it it seems to be clear that OpenAI no longer wants to be a simple layer, the engine of AI, but a complete operating environment in the style of WeChat or the App Store. In fact wants to be the Windows of AIbut either it turns out well, or it is going to be the mother of all bubbles. Expectations attract new users (and investors). These constant movements also mean that these products also generate new expectations, even if only temporarily. OpenAI has managed to partly conquer the attention economy with launches such as Studio Ghibli style images or more recently with Sora. This has allowed it to attract millions more free users, which the company then tries to convert into paying users. Not only that: its growth also helps investors want to participate in the company’s multimillion-dollar investment rounds. And the AGI, what? And while all these launches are taking place, we see how the holy grail of AI, getting a general artificial intelligence (AGI), seems to take a backseat. It is as if that speech had become an empty mantra or a long-term goal that is not credible in the middle of this chaos. Altman has achieved replace philosophical conversation —the one that caused the hypothetical arrival of the AGI— due to a consumer conversation. The Fast Food of AI. The AI ​​ecosystem that OpenAI is creating has adopted a consumption pattern similar to that we experience on social networks: fast and ephemeral, based on the latest viral news. The Studio Ghibli-style visuals were exciting for a couple of weeks, and the same has happened with Sora 2, but that “wow” effect fades quickly. What is OpenAI doing to revive the hype again? Launch a new product. Atlas is the latest example. Seeking to be a de facto monopoly. With all these movements, OpenAI continues to attract more and more users and dominate the conversation and gain attention. That may not get you what you really need (income) at the moment, but it solidifies your absolute benchmark position and helps make it what you’re really looking for: the de facto monopoly of AI. Image | Mariia Shalabaieva In Xataka | ChatGPT will let you have erotic conversations. Welcome to emotional intimacy with an AI

OpenAI founder says AI does not imitate brains

by

Andrej Karpathy, co-founder of OpenAI and former head of AI at Tesla, has offered a radically different view on the current state of AI in an extensive interview with Dwarkesh Patel. Faced with overwhelming optimism, he maintains that current systems are “digital ghosts” that imitate human patterns, not brains that evolve like animals. His prediction: AGI Functional will arrive in 2035, not 2026. Why is it important. Comparisons between AI and biological brains are dominating technical discourse and guiding many investment decisions. Karpathy argues that this analogy is “misleading” and raises unrealistic expectations. His experience leading autonomous driving at Tesla for five years has given him a unique perspective on the gap between killer demos and truly functional products. The difference. Animals evolve over millions of years, developing instincts encoded in their DNA. A zebra runs minutes after being born thanks to that “pre-installed hardware.” Language models learn by imitating text from the Internet without anchoring that knowledge in a body or a physical experience. “We’re not building animals,” he says. “We are building ethereal entities that simulate human behavior without really understanding it.” Ghosts. The problem of reinforcement learning. Karpathy says that the RL (reinforcement learning) current is “terrible” because it rewards entire trajectories instead of individual steps. If a model solves a problem after a hundred failed attempts, the system reinforces the entire path, including the errors. We humans reflect on each step and adjust. The collapse. The models suffer from “entropy collapse”: When they generate synthetic data to self-train, they produce responses that occupy a very small space of possibilities. ask ChatGPT one joke and you’ll get three repeated variants. Poor human memory is an advantage: it forces us to abstract. The LLM They remember perfectly, which allows them to recite Wikipedia but prevents them from reasoning beyond the memorized data. Between the lines. Karpathy saw that Claude Code and OpenAI agents proved useless for complex code during development. nanochat. They work with repetitive code that abounds on the Internet, but fail when faced with new architectures. “Companies generate slop“, he said. “Perhaps to raise financing.” The core. Their proposal: build models with a billion parameters (dwarf compared to those most used today) trained with impeccable data that contain thinking algorithms, but not factual knowledge. The model would look for information when it needs it, just like we do. “The Internet is full of garbage,” he explains. Giant models make up for that dirt with raw size. With clean data, a small model could feel “very smart.” The unexpected turn. Karpathy expects no explosion of intelligence, only continuity. Computers, mobile phones, the Internet: none have altered the GDP curve. Everything is diluted in the same ~2% annual growth. “We are experiencing an explosion,” he said, “but we see it in slow motion.” His prediction: AI will follow that pattern, spreading slowly through the economy, without causing the abrupt jump to 20% growth that some have anticipated. In Xataka | Privacy is dying since ChatGPT arrived. Now our obsession is for AI to know us as best as possible Featured image | Dwarkesh Patel

OpenAI is building the biggest house of cards in history. Its “circular financing” aggravates the threat of the AI ​​bubble

by

Yesterday OpenAI and Broadcom announced a collaboration agreement that will see both companies design and deploy 10 GW of custom AI chips over the course of four years. It’s a new episode of that unusual strategy that OpenAI has carried out and which is summarized in an increasingly disturbing concept: that of circular financing. Multimillion-dollar agreements. In recent weeks we have seen how OpenAI has reached new agreements worth billions of dollars with large companies in the semiconductor sector. Thus, we have: Circular financing. All these advertisements respond to a unique circular financing strategy in which chip companies (the suppliers) not only sell their products to an AI startup (customer), but also invest capital in that startup, which in turn uses that capital to buy more products from its investor. In reality, the supplier “does not invest” as such, because that money ends up going back into purchases of its products and services. It is in fact something similar to what OpenAI did with Microsoft when the latter invested $13 billion in it. Rather than investing them, it allowed him to use a kind of subscription for that amount to use his cloud, Azure, and its computing resources. It’s a win-win for some and for others. OpenAI wins. These agreements allow OpenAI to have guaranteed access to computing, something you need like eating. The startup spends billions a year and still not profitablebut thanks to this strategy he obtains a massive flow of capital. In the case of Broadcom, it also manages to collaborate in the design of customized chips for minimize future dependence on other partners (such as NVIDIA or AMD) and thus enjoy a lower total cost of ownership in the long term. And by signing with three different semiconductor suppliers, it encourages competition and improves its bargaining power. Bright. Suppliers win. The circular strategy also benefits NVIDIA, AMD and Broadcom. All of them gain a customer with almost unlimited demand, and can register immediate income from the sale of chips while the cost of the investment is amortized over time. NVIDIA also manages to maintain its dominant position, while AMD and Broadcom manage to expand in this market. If there are also actions involved, all of them are revalued and participating in each other is another element of interest in these financial operations. They reinforce and grow larger among themselves, and while they weaken all the others. A gigantic house of cards. But compared to that strategy, reality. And the reality is that this circular flow of capital is creating artificial demand in which the supplier pays itself. The systemic risk is enormous: if OpenAI fails or AI growth slows, the domino effect can significantly affect these vendors and their investors. We are facing a huge (and fragile) house of cards that, if it collapses, will have equally enormous consequences. The AI ​​bubbleif it really exists, continues to grow and grow. Total uncertainty. There is also absolute uncertainty about the promise of AI: will we really use it as much as these companies think we will? Will OpenAI be able to deliver on its promise and turn a profit in 2030? It is impossible to know. Finally, another problem: these circular agreements make these companies larger, but they make the entry of new competitors in both markets increasingly complicated. There are winners, but also losers. While all this is happening and the shares of these companies are skyrocketing, the reality is that there are also losers. The retail investor is blind to these events—and suspicions about cases of insider trading They are inevitable. And of course when talking about competition we are not talking about new competitors, but also current ones. Anthropic or Perplexity, with already established businesses, now finds it more difficult to compete. Google, Microsoft or Meta have plenty of infrastructure and economic resources, but they are still seeing how OpenAI is getting bigger and bigger without being able to prevent it. If successful, OpenAI may end up being above all of them, because it seeks the same thing that every company seeks even if it does not admit it: become a monopoly. Image | Xataka with Freepik – Gemini In Xataka | You thought you had an amazing connection on Tinder, but you were actually chatting with ChatGPT

OpenAI has taken its first step towards Latin America. Behind it there is an investment of 25,000 million in Argentina and many questions

by

For almost any country in Latin America and the world, a company like OpenAI announcing a multi-million dollar investment sounds like a golden dream. It is not only the most influential company on the planet in artificial intelligence, but also one of the pacesetters in the industry. Its arrival promises jobs, economic movement and global visibility. But, as with any large-scale project, it also has doubts: energy consumption, water use or the sustainability of a data center of hundreds of megawatts are not minor issues. Argentina, at least on paper, has been chosen to attempt that leap. The announcement of the Argentine Government It is based, at least for now, on a single document: a letter of intent signed between OpenAI and the local company Sur Energy. The text, published on October 10, 2025, mentions an investment of “up to $25 billion” for a data center of “up to 500 megawatts,” under the Incentive Regime for Large Investments (RIGI). The location of the project is not specified nor are deadlines or construction phases detailed, which keeps it in a preliminary stage. The Argentine president met at the Casa Rosada with representatives of OpenAI last week Silences that weigh. There are details that attract attention. A multimillion-dollar announcement, linked to the expansion of OpenAI in the region, and yet neither its CEO nor the company itself have communicated it through their official channels. That they have not done so does not invalidate the project, but it does mark a distance with the institutional enthusiasm on the Argentine side. In this type of operations, communication is usually part of the message. Here, for the moment, it is conspicuous by its absence, at least on the side of the American startup on its website and social networks. The plan: AI factories at scale. Stargate is not an isolated project, but the name that OpenAI uses for its global infrastructure program. Its objective is to build a network of data centers capable of supporting cutting-edge artificial intelligence models, the technology that gives life to tools such as conversational chatbots or image generators. In the case of OpenAI, those models are the ones hidden behind products like ChatGPTbased on systems such as GPT-4 either GPT-5. The plan began to take shape months ago, when the company announced an ambitious infrastructure project in the United Stateslater expanding it to other countries. Interior of Stargate 1, the first large-scale data center developed under OpenAI’s own program Power, density, permissions. Data centers for artificial intelligence operate in another league. They concentrate massive training on GPUs with industrial-level consumption and an energy density much higher than that of a conventional data center. Each room requires advanced cooling systems capable of constantly keeping the temperature under control. And, although permits and licenses are required as in any facility of this type, its scale and technical requirements make building one of these projects a much more complex and lengthy process. {“videoId”:”x8jpy2b”,”autoplay”:false,”title”:”What’s BEHIND AIs like CHATGPT, DALL-E or MIDJOURNEY? | ARTIFICIAL INTELLIGENCE”, “tag”:”Webedia-prod”, “duration”:”1173″} RIGI and financing: promise vs contract. As we say, the project is covered by the Incentive Regime for Large Investments, a tool created by the Argentine Government to attract foreign capital through tax, customs and exchange advantages. In practice, the RIGI facilitates the conditions so that a large-scale project can be financed, but it does not guarantee that the investment will materialize. Patagonia sounds loud, it’s not official. On paper, there is no defined location. Neither the Argentine Government nor OpenAI have mentioned Patagonia in their statements. Even so, the name of the local company that appears in the letter of intent, Sur Energy, fuels the idea that the project could be developed in the south of the country. The president of Argentina, Javier Milei, with the CEO of OpenAI, Sam Altman, in May 2024 Climate and design: allies or burden. If the southern hypothesis gains strength, it is also for a technical reason: the climate plays in its favor. Colder areas allow you to operate with less cooling energy and take advantage of outside air, something that reduces costs and emissions. In parallel, the availability of water continues to be a decisive factor. The new artificial intelligence campuses, aware of this risk, are adopting cooling systems that minimize the use of water resources. We will have to wait to know the option chosen by OpenAI. When the network or the water say no. The location of a data center does not depend only on the weather or tax incentives. Factors such as the electrical grid or the availability of water can mark the success or failure of a project. Mexico, for example, is one of the largest technology hubs in the region, but even there a Microsoft data center ran into the limitations of the national network. and had to resort to gas generators. In Chile, Google saw its plan blocked due to excessive water use. They are reminders that it is not enough to have space: you need infrastructure. In Xataka In the nineties, no one saw how the Internet would starve factories. Thirty years later, AI is doing the same thing From exclusivity to autonomy. For years, OpenAI’s infrastructure depended almost entirely on Microsoft. In 2019, the Redmond company invested 1 billion dollars and became your exclusive cloud partner. Over time, that alliance grew to exceed 10 billion, consolidating Azure as the platform where the company’s models were trained and executed. However, OpenAI has been seeking greater operational autonomy. The Stargate program responds precisely to that idea: having its own computing resources and diversifying its technological dependence. From paper to concrete. For now, it all depends on the next steps. For the initiative to move forward, a definitive contract between OpenAI and Sur Energy, the presentation of environmental studies and electrical interconnection licenses will be necessary. The financing scheme and long-term energy agreements will also have to be defined. Only with these pieces in place can we speak of a real work. Until then, … Read more

Openai has opted a billion dollars to become the Windows of the AI. Or it goes well or is going to be the mother of all bubbles

by

In recent weeks, Openai has signed contracts that total more than one billion dollars (it is not a False Friend) With Nvidia, Oracle and AMD. But for now it continues to burn effective and does not expect to be profitable, at least, until 2030. Why is it important. This is not a growth strategy. It is an existential commitment. Large door or cemetery. Openai can only justify these commitments if it becomes the inevitable platform on which the entire ecosystem of the build. As Windows was for the PC. The general panoramic. Ben Thompson, analyst Stratechery, has defined it perfectly: OpenAI is running Microsoft’s play in the 80s and 90s. He doesn’t want to be a software company. It wants to be the AI ​​operating system. This week has presented native apps within chatgpt: Canva, Zillow, Spotify, Uber or Booking among others are integrated directly into the chatbot. They are not external links but experiences that live within Chatgpt, just like Excel and Word lived within Windows. The difference with being any app changes everything: If you are the platform, capture to users first and developers come later. First you add mass users, then you get free developers for your platform. Chatgpt has hundreds of millions of users. The companies that are integrated this week because Openai controls access to that audience. Exactly as Microsoft controlled access to PC users in the 90s. The figures. The commitments are dizzy. Nvidia will invest up to 100,000 million in OpenAI, which undertakes to fill data centers with millions of its chips. OpenAI has signed 300,000 million with Oracle, which in turn spends billions in Nvidia processors. Monday closed Another agreement with AMD by tens of billions in exchange for Warrants to buy up to 10% of the company. Coreweave has OpenAi contracts for 22.4 billion. The total exceeds billion dollars according to Financial Times. Even distributed in one or two decades, it is a bet that is only supported by absolute domain of the market. Between the lines. The agreement with AMD replicates a historical play. In the 80s, IBM forced Intel to license its processor to a second manufacturer to avoid unique supplier dependence. AMD was that second. OpenAI is using its dominant position in users to force alternatives to NVIDIA and guarantee negotiation power. If OpenNAI controls the software layer that matters, Nvidia pricing power is reduced. As Intel discovered that Microsoft, and not them, really controlled the value in the Wintel era. The key is who captures the value: During the PC era, Intel had huge benefits selling processors. But more value accumulated in Microsoft, which controlled the operating system. OpenAi is positioning to be that Microsoft, not that Intel. That is why the agreement with AMD comes only weeks after Nvidia invested in Openai. The message is clear: Openai controls access to users and that gives the definitive power in the value chain. The threat. Every collapse if Openai does not achieve that domain. Oracle reported yesterday 14% margins in your business Cloud: Win 14 cents for each dollar. The action sank. Paulo Carvao, Harvard researcher, sees the bubble pattern Puntocom: “The circular agreements inflated artificial growth. IA companies have real products, but they spend much more than they can monetize,” he said in Bloomberg. Yes, but. Altman has real users using the product every day. That is what the CEOS Puntocom did not have. Microsoft took a decade to match the Mac, but the two -way base of Apple’s technical superiority irrelevant. Chatgpt already has that advantage. And OpenAi is in explosive growth, not in decline. Decisive moment. We are in bubble territory. The question is what lasting infrastructure will remain when some companies break. The chips do not last. Data centers do not justify pain either. The real and durable prize would be something like a great expansion in electricity generation for half a century. OpenAi has become the axis of all the construction of AI infrastructure. Each announcement triggers the actions of its partners. Is THE NEW KING MIDAS DE THE BAG. At stake. U Openai becomes Windows, or collapse. There is no middle ground. Altman said it this week: “Someday we have to be profitable. But now we are in the investment phase.” That phase exceeds the billion dollars. It only makes sense if Chatgpt becomes as inevitable as Windows in the 90s. It is the biggest bet in the history of technology. In Xataka | 30 years ago the island of Anguilla stayed with the domain .AI by chance. Today it is making gold thanks to the AI Outstanding image | Dima SolominMicrosoft

Log In

Forgot password?

Forgot password?

Enter your account data and we will send you a link to reset your password.

Your password reset link appears to be invalid or expired.

Log in

Privacy Policy

Add to Collection

No Collections

Here you'll find all collections you've created before.