aibrief

🤖 AI Brief

🎯 OpenAI, xAI, and Oracle drive massive GPU/data center buildouts; PJM power prices surge; Alibaba debuts 480B-parameter open-source coding model.


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🔸 OpenAI and SoftBank scale back $500B Stargate AI project amid internal conflicts; OpenAI secures $30B/year Oracle $ORCL deal and focuses on localized builds.

🔸 xAI has 230,000 GPUs training Grok, with plans for 550,000 GB200/GB300 chips coming online soon and a five-year target of 50M H100-class GPUs; $12B debt arranged for Nvidia chip purchases.

🔸 OpenAI to add 4.5 GW of data center capacity in Texas via Oracle $ORCL, targeting over 1M GPUs online by year-end; aims for 100M GPUs long-term, reopening $40B equity round.