Silicon Valley flooded the news this week with the titles of artificial intelligence investment infrastructures.

Nvidia said It would invest up to $ 100 billion in Openai. So Openi said he would build Five other Data Center by Ai Stargate With Oracle and SoftBank, adding Gigawatt of new online skills in the coming years. And later it was a dream that Oracle sold $ 18 billion in bonds To pay for these data centers.

On its own, each deal is dizzying in scale. But in aggregate, we see how Silicon Valley is moving paradise and land to give an open power sufficient to train and serve future versions of chatgpt.

This week we EquityAnthony Ha and I (Max Zeff) We go beyond the titles to break down what is really happening in these infrastructure of artificial intelligence.

Rather convenient, Openai also gave the world a glumpse this week of a feature that could serve more generally if it had access to multiple artificial intelligence data centers.

The company was launched Impulse – A new chatgpt functionality that works during the night to provide personalized morning briefing for users. The experience seems similar to an app or feed of news of news – something that checks first in the morning – but has no posts from other users or announcements (again).

Pulse is part of a new class of Opena products that works independently, even when users are not in the chatgpt app. The company would like to offer many more features and launch thums to free users, but are limited by the number of computer servers available for them. Orenai said he could offer impulse only to his pro subscribers from $ 200 per month at this moment due to capacity constraints.

The real question is that the characteristics like Pulse apply hundreds of billions of dollars invested in the Data Center to support Openai. The function seems beautiful and everything, but that a high order.

Look at the complete episode to find out more about the enormous investment for artificial intelligence infrastructures that remodes Silicon Valley, the saga owned by Tiktok and on the political changes that affirm the greatest tech players.