Dylan Patel, founder of SemiAnalysis, has described the trillion-dollar AI competition as a fierce battle over compute power, with NVIDIA playing a pivotal role akin to a central bank. In an interview, Patel highlighted the strategic 'triangle deal' involving OpenAI, Oracle, and NVIDIA, where OpenAI plans to invest $300 billion over five years in Oracle cloud services, with NVIDIA providing GPUs and reinvesting profits into OpenAI. Patel also pointed out the significant role of Neo Clouds and inference providers in the AI landscape, noting that while they face substantial risks, NVIDIA continues to capture the majority of stable profits. He further discussed the U.S.-China AI strategies, the emergence of AI factories, and the crucial role of energy infrastructure in supporting AI's growth trajectory.
AI Competition Intensifies as Trillion-Dollar Battle for Compute Power
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