what happens to all these GPU data center capex commitments by different AI firms if new efficient compute architectures come about?

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It's official: we're developing 4.5 gigawatts of additional Stargate data center capacity with Oracle in the U.S (for a total of 5+ GWs!).

And our Stargate I site in Abilene, TX is starting to come online to power our next-generation AI research. 
https://t.co/EY2qcj2yNE

OpenAI

what happens to all these GPU data center capex commitments by different AI firms if new efficient compute architectures come about? 

https://x.com/openai/status/1947628731142648113