According to Greg Brockman (@gdb) on X, OpenAI is rapidly expanding its compute infrastructure to meet the surging global demand for AI capabilities. Brockman emphasizes that the industry continues to underestimate the true scale of AI demand, leading to compute bottlenecks that delay the launch of new features. This trend highlights significant business opportunities in AI hardware development, cloud computing services, and related infrastructure investments as organizations race to support exponential growth in model capability (source: x.com/sama/status/1975185516225278428).

According to @nathanbenaich on Twitter, China is rapidly building momentum in the artificial intelligence sector through its vibrant open-weights model ecosystem and aggressive investments in semiconductor design and manufacturing. While the U.S. remains the current leader in AI, China’s increasing focus on accessible model innovation and advanced chip production is accelerating the country’s progress, positioning it to potentially overtake the U.S. in the near future. These advancements open up significant business opportunities in AI infrastructure, hardware, and open-source AI platforms, as Chinese companies and startups leverage these developments to compete globally (source: @nathanbenaich, Twitter, 2024-06).