
Asked about supply chain shortages, like the ongoing RAM shortage, OpenAI CEO Sam Altman said in an interview that it's "terrible" to have RAM in personal PCs instead of data centers. During his appearance on the Cheeky Pint podcast, where he also commented on AI's impact on math, Altman said: "A lot of people want local inference. And somehow, they assume that the problem is solved now because we are going to have open-source models, we're going to be able to run them on our
OpenAI's CEO argued that storing computer memory in data centers rather than personal computers is more efficient given the world's limited supply of RAM. He stated that having RAM sit unused in individual computers most of the time is wasteful, whereas cloud-based storage achieves better utilization rates. This matters because major memory manufacturers have signed long-term deals with cloud operators and projects like OpenAI's, reserving much of the world's RAM output and driving up prices for consumer devices like laptops and phones.
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The first TPU in space is a running a Google DeepMind Gemma 4 model and writing cheesy poetry.
Also reported by The Verge

Nvidia and AMD are deepening chip partnerships to secure long-term AI infrastructure business as Meta expands AI compute spending.

Runware is building a factory to turn out prefabricated AI data centers on an assembly line. The real test will be whether it can deliver at that scale.

Amazon wants to be the king of AI cloud computing and become the first $1 trillion revenue business. But to do that it will have to continue on its capex spending spree, its CEO said Thursday.

The computing power of AI chips sold each quarter has grown about 2.5× per year since 2024, down from a surge in 2023.
Oracle Corp. today announced plans to make Google LLC’s TPU artificial intelligence accelerators available through its public cloud. The initiative marks the first time the search giant is supplying the chips to another hyperscaler. According to CNBC, Oracle will also add Cerebras Systems Inc.’s wafer-scale accelerators and OpenAI Group PBC’s Jalapeño inference processor. The latter […] The post Oracle brings Google’s TPUs to its cloud, adds ChatGPT integrations appeared first on SiliconAN
Also reported by Data Center Knowledge