"Nvidia just announced plans to invest up to $100 billion in OpenAI to build out a new generation of AI data centers, one of the largest AI computing projects in history. These are remarkable numbers that get even bigger when you consider the countless supporting projects, like many subsea cables, or local corporate and public sector computing projects, that will likely be essential for this global AI network."
"I am a strong proponent of so-called "maximal thinking": intuiting a means to change, and taking the new idea to its greatest useful expression. This has long been a wellspring of great innovation, and is why much of the so-called "disruptive innovation" we've seen in many industries comes from outsiders. The infrastructure we're building today will spark a maximalist boom."
Global AI deployment is driving an unprecedented infrastructure build: globe-spanning computing systems and AI data centers requiring massive capital. McKinsey estimates roughly $7 trillion of investment over five years, and major corporate commitments include Nvidia's plans to invest up to $100 billion in OpenAI to expand AI data centers. Numerous supporting projects—subsea cables, corporate and public sector computing—will be essential for the global AI network. Maximal thinking, or pushing new ideas to their greatest useful expression, is positioned to spark a maximalist boom and fuel disruptive innovation often originating from outsiders. Historical infrastructure projects scaled existing powers and processes; AI infrastructure may produce broader, discontinuous transformation.
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