- Nvidia is reported to be in talks to guarantee $250 billion in financing so OpenAI can lease a 10-gigawatt data center, and is separately putting $5 billion into Ilya Sutskever's Safe Superintelligence, a startup that has not released or announced a product.
- The writer accepts one part of the circular financing criticism, that losses could ripple through the supply chain, but rejects the implied claim that AI companies fund each other because no other investors are interested.
- Nvidia and other signatories of a recent open letter announced an Open Secure AI Alliance, which the writer reads as another open letter, with no funds or technical support offered to soft targets such as hospitals and schools.
- A Wall Street Journal story describes stored chat logs of users asking ChatGPT for help making poisons and biological weapons; OpenAI bans those accounts but only alerts law enforcement when harm looks imminent and credible, and no law requires more.
- A New York Times investigation found Meta's $50 billion Louisiana data center was negotiated under nondisclosure agreements, with incentives possibly worth $10 billion, publicly funded road work, an exit clause for Meta, and insurers unwilling to cover the site fully.
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By Mitchell Howe
Nvidia's big bets and empty gestures, worrisome but unreported prompts, and more
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