Nvidia and Elon Musk's artificial intelligence (AI) company xAI have...
Nvidia and Elon Musk's AI company xAI have recently joined a significant AI infrastructure investment alliance spearheaded by Microsoft (MS) and asset manager BlackRock. This partnership, known as the AI Infrastructure Partnership (AIP), was formed last year with the primary objective of bolstering the data center and power supply chain crucial for the operation of AI services.
Nvidia and xAI's participation in the AI Infrastructure Partnership (AIP) will bring technical expertise and innovation to the alliance, further strengthening its capabilities in the AI industry.
Major players in this alliance include BlackRock, Microsoft, and the Abu Dhabi AI investment fund MGX, alongside Nvidia, which previously served as a technical advisor and has now officially become a part of the partnership. Additionally, energy technology company 'GE Bernova' and renewable energy company 'NextEra Energy' are set to participate in this initiative.
Investment Plans
The AIP aims to secure an initial capital of $30 billion (approximately 44 trillion won) with plans to expand investments up to $100 billion (around 146 trillion won). Although the exact amount of investment secured thus far has not been disclosed, the alliance is predominantly focused on infrastructure investments within the United States, with potential investments in partner countries as well.
This significant investment commitment underscores the partners' dedication to advancing AI infrastructure and technologies on a global scale.
Analysis and Implications
This expansion in partnership is seen as a response to the StarKate project announced approximately two months ago. "Stargate," a massive AI infrastructure project valued at 700 trillion won, involves OpenAI collaborating with Softbank and Oracle. Bloomberg suggests that this development may indicate a growing tension between Microsoft and OpenAI, with the former making substantial investments in the latter, while simultaneously pursuing its own inferential AI development.
Overall, the collaboration between Nvidia, xAI, Microsoft, and BlackRock within the AI Infrastructure Partnership highlights the ongoing evolution and competition within the AI industry, signaling significant changes and advancements on the horizon.
