Well, it seems the modern gold rush has shifted from California’s hills to the gilded tables of Nobu Palo Alto. Imagine, if you will, Oracle’s Larry Ellison and Tesla’s Elon Musk begging, hats in hand, before Nvidia’s Jensen Huang. The prize? Not a nugget of gold, but GPUs — the new currency of the technological Wild West.
According to Ellison, the conversation went something like this: “Please, Jensen, take our money—no, take more! We insist on paying top dollar for those shiny new GPUs!” And, much like a prospector striking it rich, it worked. Oracle is now set to build a colossal AI supercluster, ready to outdo Musk’s own fleet of GPUs by throwing more money at the problem than there are stars in the sky.
Oracle’s ambitions are clear—they’re aiming for the AI frontier, betting on Zettascale AI superclusters, nuclear reactors to fuel them, and even portable power stations if they run short. All this, because, as Ellison quips, getting to the AI gold first is a big deal.
So, my friends, we find ourselves in a new kind of race—a race for computational might, with billions of dollars at stake and GPUs as the pickaxes. I reckon this is the dawn of a brave new world, where the wealth isn’t in the ground, but in the cloud. And as Ellison and Musk know all too well, it pays to beg, borrow, and dig deep to get there first.
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While I know my glass reference is not noted here in a public topic, the person who does LLMs in glass will be the next one invited to dinner. Should also solve that heat problem.
Anyone wanna launch a tensor core startup?
10GHz, one-shot multiplication, ripple combiner adders, tileable architecture, let’s goooo