Nathaniel Whittemore
๐ค SpeakerAppearances Over Time
Podcast Appearances
For now, I will say that your weekend just got a lot more fun and probably a lot more productive.
So thanks as always for listening or watching, and until next time, peace.
Today on the AI Daily Brief, how headless agents will change software and work.
Before that in the headlines, the compute competition heats up.
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OpenAI has accelerated their ambitious roadmap for scaling inference.
In an X post, they said they plan to deploy 30 gigawatts of compute by 2030.
Now, during the Stargate announcement at the beginning of 2025, OpenAI announced their massive 10 gigawatt target by the end of the decade.
Meaning, for those of you who are sitting there doing the math, they are tripling their medium-term compute goals.
To give a sense of the scale, Epic AI estimated that total global AI data center capacity reached 30 gigawatts at the end of last year.
That figure includes both the power use for chips and ancillary systems like cooling and networking, so it's not entirely clear this is an apples-to-apples comparison.
30 gigawatts also happens to be roughly peak power demand for the entirety of New York State.
OpenAI, meanwhile, says that they are already well on their way.
They said that they tripled their compute supply last year, going from 0.6 gigawatts to around 1.9 gigawatts.
OpenAI also said that they've identified, whatever that means, more than 8 gigawatts already.
Now for those of you who feel like, sure I know why this is important, but it's not really the part of AI that impacts me, this year has shown exactly why it actually does affect all of us.