Introduction
I've delved into a variety of papers, articles, interviews, and particularly into the life of Sam Altman, the CEO of OpenAI, as I navigate what I consider to be the space race of the 21st century.
While the space race was focused on spaceflight capability, now we are facing a Computational Capability race where the winner will be the first company that achives AGI.
So what is AGI?
Artificial General Intelligence (AGI) refers to a type of artificial intelligence that possesses the ability to understand, learn, and apply knowledge across a wide range of tasks, much like a human being.
Current landscape, State of AI.
Today March 19th 2024, we are expecting to see the new Open AI model GPT-5.
Sam Altaman, is expected to release Sora a Open AI product to generate amazing things with text to video technology. This was released as a teaser early this year:
The leaders
Undoubtedly, the frontrunners in this race for computing power are OpenAI and Microsoft, with their partnership aimed at achieving AGI.
Sam altman about Computing power and his objective to raise $7 trillion for his new AI chip project.
The contenders
Also, we are waiting for Apple to give their first step into AI in what for me will probably be the new era of Apple as a technology company. A few years ago they let go Intel for their new M1, M2 and M3 a series of ARM-based system on a chip.
This put Apple in a strategic position in the Computing Power race. They have the hardware, the devices and this week they release this paper announcing their first multimodal Large Language Model (MLLMs).
"MM1: Methods, Analysis & Insights from Multimodal LLM Pre-training"
This leaves Apple as a stand alone player with all the resources to start playing with the idea of stealing Open AI throne.
The Computing power race looks like this:
We have some players outside the game for now for example Intel, AMD and Amazon.
This week, there are rumors suggesting that Google is in discussions with Apple to sell Gemini to them.
NVIDIA and GTC march 2024
NVIDIA, is also a market leader in terms of GPU and computing power this is reflected on their stock performance in the last years.
Jensen Huang NVIDIA CEO, showed this image on the GTC 2024 explaining the vision and the AI journey through the years.
The future.
I believe we are just starting a 30 year process of AI development similar to the 40 year process of worldwide web.
The future is based on computing power and will share stage with a currency disruption when the USD Dollar falls. It**'**s just a matter of time.
This will lead to new source of power to follow the computing power development.
Helion a company backed by Sam Altman and Ycombinator is already working on the world's first fusion power plant, enabling a future with unlimited clean electricity.
I share this vision and believe that this technology disruption hopefully will create a lot of new startups just like Open AI. I also think this will benefit humanity and will help human race to take a step forward evolution.