In this episode: AI Scaling Wars, we dive into the fierce competition among AI giants like XAI, OpenAI, Anthropic, and Google to build massive data centers for achieving superintelligence, with XAI leading the pack by constructing their Colossus 2 supercluster, boasting over 550,000 GPUs in record time.
Elon Musk's team at XAI has revolutionized the process, slashing a typical four-year build to just 19 days for Colossus 1, leveraging innovative hacks like integrating Tesla Megapacks for stable power, all while aiming for 50 million H100-equivalent GPUs that could consume 2% of global electricity.
We contrast this with OpenAI's ambitious Stargate project, facing funding drama amid a $500 billion investment plan, and discuss how these efforts prioritize training over inference to accelerate AI progress. Ultimately, this arms race promises breakthroughs in science and job creation in America, but raises questions about energy demands, national security, and who will claim the prize of godlike AI.
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TIMESTAMPS
00:00 Intro To Scaling Wars
05:42 This Scale is Insane
10:17 New Chip Architecture
15:00 Competing Strategies
20:13 What's Everyone Else Doing?
26:44 Bringing Chips To The USA
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RESOURCES
Josh: https://x.com/Josh_Kale
Ejaaz:https://x.com/cryptopunk7213
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Not financial or tax advice. See our investment disclosures here:
https://www.bankless.com/disclosures
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