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From renting servers to building them for other companies

OpenAI company seems to be preparing to become a player in the data center market. OpenAI CFO Sarah Friar openly stated plans to monetize their experience in building computational infrastructure. The company plans to create data centers for clients and lease capacity, as Amazon does with AWS.

OpenAI has accumulated unique experience in building infrastructure for artificial intelligence. Now they’re ready to monetize this knowledge. Imagine — the company that used to only rent other people’s servers will now build them for others. And there are also words that they might even abandon Nvidia in favor of cheaper hardware.

Sam Altman already warned that in the near future the company plans to spend $1 trillion on these data centers. OpenAI is possibly betting on inference optimization instead of expensive model training. And this could become the key to the company’s long-awaited profitability.

Unfortunately, it might be that OpenAI is actually acknowledging the failure of their main business model. If ChatGPT were potentially profitable, why get into infrastructure? Isn’t this diversification from desperation?

Autor: AIvengo

For 5 years I have been working with machine learning and artificial intelligence. And this field never ceases to amaze, inspire and interest me.

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