Microsoft/OpenAI Stargate, Big Data in the Enterprise, NSL launches AI pilot...

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💫 Microsoft and OpenAI announce Stargate

Microsoft and OpenAI are planning an ambitious $100B data center project, including an AI supercomputer called "Stargate," to launch in 2028. This massive investment reflects the skyrocketing demand for advanced AI infrastructure

In the weeds:

• Microsoft and OpenAI's data center project could cost up to $100B

• It includes plans for an AI supercomputer called "Stargate", launching in 2028

• The project aims to build a series of supercomputers over the next six years

• A significant portion of the cost involves acquiring specialized AI chips

• Total expenses may exceed $115B, which is over 3x Microsoft's expenditure last year on capital infrastructure. It is the most trusted in only 50% of countries today.

The impact: Infrastructure providers are racing to win the AI-laden future and meet rapidly increasing business demand. A limiting factor is the industry's shortage of AI chips. As companies embark on new AI projects, infrastructure needs are critical when deciding where to build them. With all the new capabilities emerging, IT organizations must ramp up their architecture teams to be prepared for the rapid technological advances.

🤔 Who is ready for all the data?

In today's data-driven business landscape, effectively harnessing big data is crucial for strategic decision-making and growth. However, the sheer volume and complexity of data can be overwhelming.

In the weeds:

• An estimated 2.5 quintillion bytes of data are generated daily, and the global data sphere is expected to reach 175 zettabytes by 2025.

• Big data is being leveraged across various industries, including transportation, healthcare, banking, government, and media, for purposes like route optimization, fraud detection, and personalized marketing.

• 81% of consumers are increasingly concerned about online data usage, emphasizing the need for robust data privacy and security measures.

The impact: The sheer volume of data is growing exponentially. This presents unique opportunities and challenges for business leaders harnessing data for insights and AI. Leaders should prioritize investments in scalable data infrastructure, advanced analytics tools, and workforce upskilling to utilize big data effectively. Moreover, establishing clear data governance policies and maintaining compliance with regulations like GDPR is essential to mitigate risks and build consumer trust. By proactively adapting to the evolving big data landscape, organizations can drive innovation, enhance operational efficiency, and gain a competitive edge in their respective industries.

🗣️ US launches new AI research pilot

The National Science Foundation (NSF), in partnership with 10 federal agencies and 25 non-governmental organizations, has launched the National Artificial Intelligence Research Resource (NAIRR) pilot. This two-year initiative aims to provide U.S. researchers access to computational data, software, and training resources to advance AI research and education.

In the weeds:

• The NAIRR pilot, launched on January 24, 2024, is a proof-of-concept for a full-scale national AI research infrastructure.

• The pilot focuses on supporting AI research and education across the U.S. Initial priority topics include safe, secure, and trustworthy AI, human health, and environment and infrastructure.

• Researchers, educators, and students can access AI-ready datasets, pre-trained models, and other resources through the NAIRR Pilot Portal and coordinated allocations.

The impact: The NAIRR pilot presents a significant opportunity for businesses to accelerate their AI research and development efforts. By collaborating with the NAIRR pilot and leveraging its resources, companies can gain access to cutting-edge AI tools, datasets, and expertise. Further, these organizations can follow the pilot to identify talent pools as the race for AI talent heats up.

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