The FAIK Files Your AI Friends 'Love' You...
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Sep 26, 2025 OpenAI is feeling the heat as it expands its Stargate initiative and explores debt financing for chips. Creepy AI companion toys are raising serious concerns about student mental health, highlighted by a family's unsettling experience with one. Microsoft diversifies its Copilot offerings by integrating Claude, while xAI sues OpenAI over alleged talent poaching. A controversial AI safety tool called Gaggle faced backlash after misflagging content and causing student distress. The discussion reveals the complex challenges of deploying AI in schools.
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OpenAI's Gigawatt-Scale Ambition
- OpenAI aims to scale to a gigawatt of new AI infrastructure per week, driving massive compute and power demand.
- This pursuit forces tradeoffs across chips, power, and financing as firms race to hyperscale.
Chips Are The New Financing Challenge
- Financing GPU supply is emerging as a bottleneck, prompting deals that let OpenAI pay for chips over time.
- NVIDIA's letter of intent proposes deploying 10+ gigawatts of systems and investing heavily to support that model.
AI's Power Demand Equals Cities
- Ten gigawatts of AI infrastructure rivals the summer peak power of New York City and risks large environmental impacts.
- Experts warn scaling compute at this level may increase carbon, water use, and e-waste dramatically.
