{"id":692205,"date":"2025-09-27T02:35:09","date_gmt":"2025-09-26T23:35:09","guid":{"rendered":"https:\/\/buradabiliyorum.com\/en\/whats-behind-the-massive-ai-data-center-headlines\/"},"modified":"2025-09-27T02:35:09","modified_gmt":"2025-09-26T23:35:09","slug":"whats-behind-the-massive-ai-data-center-headlines","status":"publish","type":"post","link":"https:\/\/buradabiliyorum.com\/en\/whats-behind-the-massive-ai-data-center-headlines\/","title":{"rendered":"What\u2019s behind the massive AI data center headlines?"},"content":{"rendered":"<div>\n<p id=\"speakable-summary\" class=\"wp-block-paragraph\">Silicon Valley flooded the <a href=\"https:\/\/buradabiliyorum.com\/en\/category\/news\/\" data-internallinksmanager029f6b8e52c=\"2\" title=\"News\" target=\"_blank\" rel=\"noopener\">news<\/a> this week with headlines about wild AI infrastructure investments. <\/p>\n<p class=\"wp-block-paragraph\">Nvidia said it would invest up to $100 billion in OpenAI. Then OpenAI said it would build out five more Stargate AI data centers with Oracle and Softbank, adding gigawatts of new capacity online in the coming years. And it was later revealed that Oracle sold $18 billion in bonds to pay for these data centers.<\/p>\n<p class=\"wp-block-paragraph\">On their own, each deal is dizzying in scale. But in aggregate, we see how Silicon Valley is moving heaven and Earth to give OpenAI enough power to train and serve future versions of ChatGPT.<\/p>\n<p class=\"wp-block-paragraph\">This week on Equity, Anthony Ha and I (Max Zeff) go beyond the headlines to break down what\u2019s really going on in these AI infrastructure deals.<\/p>\n<p>\n\t<iframe loading=\"lazy\" class=\"tcembed-iframe tcembed--megaphone wp-block-tc23-podcast-player__embed\" height=\"200px\" width=\"100%\" frameborder=\"no\" scrolling=\"no\" seamless=\"\" src=\"https:\/\/playlist.megaphone.fm?e=TCML4042279995\"><\/iframe>\n\t<\/p>\n<p class=\"wp-block-paragraph\">Rather conveniently, OpenAI also gave the world a glimpse this week of a power-intensive feature it could serve more broadly if it had access to more AI data centers.<\/p>\n<p class=\"wp-block-paragraph\">The company launched Pulse \u2014 a new feature in ChatGPT that works overnight to deliver personalized morning briefings for users. The experience feels similar to a news <a href=\"https:\/\/buradabiliyorum.com\/en\/category\/download-scripts-themes-apps\/\" data-internallinksmanager029f6b8e52c=\"9\" title=\"Download Scripts &amp; Themes &amp; Apps\" target=\"_blank\" rel=\"noopener\">app<\/a> or a <a href=\"https:\/\/buradabiliyorum.com\/en\/category\/social-mediaa\/\" data-internallinksmanager029f6b8e52c=\"1\" title=\"Social Media\" target=\"_blank\" rel=\"noopener\">social<\/a> feed \u2014 something you check first thing in the morning \u2014 but doesn\u2019t have posts from other users or ads (yet).<\/p>\n<p class=\"wp-block-paragraph\">Pulse is part of a new class of OpenAI products that works independently, even when users aren\u2019t in the ChatGPT app. The company would like to deliver a lot more of these features, and roll them out to free users, but they\u2019re limited by the number of computer servers available to them. OpenAI said it can only offer Pulse to its $200-a-month Pro subscribers right now due to capacity constraints.<\/p>\n<div class=\"wp-block-techcrunch-inline-cta\">\n<div class=\"inline-cta__wrapper\">\n<p>Techcrunch event<\/p>\n<div class=\"inline-cta__content\">\n<p>\n\t\t\t\t\t\t\t\t\t<span class=\"inline-cta__location\">San Francisco<\/span><br \/>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"inline-cta__separator\">|<\/span><br \/>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"inline-cta__date\">October 27-29, 2025<\/span>\n\t\t\t\t\t\t\t<\/p>\n<\/p><\/div>\n<\/p><\/div>\n<\/div>\n<p class=\"wp-block-paragraph\">The real question is whether features like Pulse are worth the hundreds of billions of dollars being invested in AI data centers to support OpenAI. The feature looks cool and all, but that\u2019s a tall order.<\/p>\n<p class=\"wp-block-paragraph\">Watch the full episode to hear more about the massive AI infrastructure investments reshaping Silicon Valley, TikTok\u2019s ownership saga, and the policy changes affecting tech\u2019s biggest players.<\/p>\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\">\n<p>\n<iframe loading=\"lazy\" title=\"Everyone&#039;s still throwing billions at AI data centers | Equity Podcast\" width=\"640\" height=\"360\" src=\"https:\/\/www.youtube.com\/embed\/mUcfBLevUvY?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/p>\n<\/figure>\n<\/div>\n<blockquote><p><strong><span style=\"color: #ff6600;\">If you liked the article, do not forget to share it with your friends. Follow us on\u00a0<span style=\"color: #ff0000;\"><a style=\"color: #ff0000;\" href=\"https:\/\/news.google.com\/publications\/CAAqBwgKMN63nwsw68G3Aw\" target=\"_blank\" rel=\"nofollow noopener noreferrer\">Google News<\/a><\/span>\u00a0too, click on the star and choose us from your favorites.<\/span><\/strong><\/p><\/blockquote>\n<blockquote>\n<p style=\"text-align: center;\"><strong>If you want to read more like this article, you can visit our <span style=\"color: #ff9900;\"><a style=\"color: #ff9900;\" href=\"https:\/\/buradabiliyorum.com\/en\/category\/technology\/\" target=\"_blank\" >Technology<\/a><\/span> category.<\/strong><\/p>\n<\/blockquote>\n<p><span style=\"color: black;\"><a style=\"color: #ff9900;\" href=\"https:\/\/techcrunch.com\/2025\/09\/26\/whats-behind-the-massive-ai-data-center-headlines\/\" target=\"_blank\" >Source<\/a><\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Silicon Valley flooded the news this week with headlines about wild AI infrastructure investments. Nvidia said it would invest up to $100 billion in OpenAI. Then OpenAI said it would build out five more Stargate AI data centers with Oracle and Softbank, adding gigawatts of new capacity online in the coming years. And it was&#8230;<\/p>\n","protected":false},"author":1,"featured_media":692206,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/techcrunch.com\/wp-content\/uploads\/2022\/02\/GettyImages-957037038-nvidia.jpg?resize=1200,800","fifu_image_alt":"","footnotes":""},"categories":[18],"tags":[77337,77134,158864,138467,158754,141199,70636,41275],"class_list":["post-692205","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-technology","tag-ai","tag-nvidia","tag-ai-data-centers","tag-chatgpt","tag-equity-podcast","tag-openai","tag-oracle","tag-stargate"],"_links":{"self":[{"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/posts\/692205","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/comments?post=692205"}],"version-history":[{"count":0,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/posts\/692205\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/media\/692206"}],"wp:attachment":[{"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/media?parent=692205"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/categories?post=692205"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/buradabiliyorum.com\/en\/wp-json\/wp\/v2\/tags?post=692205"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}