Locator: 49184AI.
Tag: Oracle.
Updates
Later, 2:36 p.m. CT: why is Oracle in the mix? Why was Oracle mentioned so often by the OpenAI guys? Beth has the answer. Link here.
Original Post
Not ready for prime time. Will be cleaned up / full story later.
10GW of power. Additive to everything previously announced.
This is bigger than the Manhattan Project in dollars, maybe not in vision or technology.
Nividia: $100B into OpenAI.
Biggest infrastructure project in history.
Sam Altman: "this is the fuel we need." Mentioned three other companies -- two of them: MSFT and ORCL. "We didn't set our sights high enough." So, it's Open AI, Microsoft, and Nvidia as primaries. Oracle in the mix.
SoFi also mentioned. Stargate.
Remember, Google increased their number of H-1B visas from 900 in 2024 (last year) to 6,000 this year. Numbers rounded.
Greg Brockman: OpenAI president.
Co-founders of OpenAI: Greg Brockman (president) and Sam Altman (CEO).
Not sure why Microsoft is not on the stage, and not sure why MSFT share price is down today.
Wow, wow, wow: CNBC threw a turd into the punch bowl. CNBC asked about Apple and Edge. Oh, oh! Got Sam Altman's attention.
Apple is Edge.
Sam Altman is Cloud.
But, Sam Altman -- ARM -- was generous -- said there will be room for both Edge and Cloud. But a lot of folks aren't going to like that.
Again, not ready for prime time.
CNBC brought the H-1B visa question to the table. Platitudes.
Really, really impressed with the interviewer. Jon Fortt.
The bigger story that no one is yet talking about. BRK-B is down today. To date, BRK-B has completely missed the AI / fourth / sixth revolution and that's despite all of Charlie Munger's reading. Old school.
AMZN: one of the few tech stocks "down" today. Although other factors may be at play, my hunch almost of this has to do with the "H-1B Visa" story.
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