AI demand is soaring again. There’s just 1 problem—tariffs.
In the last week, OpenAI introduced a new advanced image generation feature for its AI model. And Elon Musk’s xAI Grok continues to rise to the top of iPhone app download charts just behind OpenAI’s ChatGPT, as users gravitate toward the both start-ups’ latest “reasoning" models. In recent days, all three AI companies have said demand is so high for their latest releases that it’s overwhelming their data center AI chip capacity. On Monday, OpenAI CEO Sam Altman said on social media that ChatGPT added one million users in one hour and characterized demand as “biblical" due to incredible amount of usage for its image-generation tool. The official Grok account said the service is seeing “high usage" and said it may experience service issues as more GPUs are added to data centers.
SoftBank eyes $40 billion OpenAI investment as US-China AI race heats up: Report
Discover Related
Coal is not clean, it’s not beautiful, and we don’t need it for AI
With tariffs and ‘coal-powered AI’, tech might finally be getting real again
Nuclear power is back. And this time, AI can help manage the reactors.
India uniquely poised to combine sprawling DPI with power of AI: Nandan Nilekani
Alphabet To Spend $75 Billion in 2025 To Build Data Centers Despite Tariff Turmoil
Soaring demand for AI chips fuels power usage: report
EU Bets on gigafactories to catch up with US, China in AI race
Europe wants to lighten AI compliance burden for startups
TSMC could face $1 billion or more fine from US probe, sources say
Tariffs Will Make Electronics More Expensive. If You Need a New Gadget, ‘Buy It Now’
TSMC could face $1 billion or more fine from US probe, sources say
Democratic US senators question Google and Microsofts AI deals
From the India Today Archives (2024): How India can be at the forefront of AI
Forget ChatGPT? China’s DeepSeek is working on smarter, self-improving AI models
The AI Race Has Gotten Crowded—and China Is Closing In on the US
Meta plans nearly $1 billion data center project in Wisconsin: Report
UN report says AI market to reach $4.8 trillion by 2033
The 'hand of AI': From US tariff policies to global trade strategy
Trump tariffs could stymie Big Tech's U.S. data center spending spree
Nvidia’s CEO has a plan for tariffs. Here’s what he said 2 weeks ago.
Microsoft rethinks data centre investments worldwide: What it means for AI and Cloud
Chinese firms place $16 billion in order for new Nvidia chips: Report
India’s AI adoption ‘outpacing the world’, says OpenAI CEO Sam Altman amid viral Ghibli-style image trend
IT services will not face direct impact from tariffs, say industry experts