In his latest newsletter “The AI Arms Race Just Got Real”, Dr. Joerg Storm explores how the race for AI supremacy has shifted from algorithm development to computing power. xAI’s newly unveiled supercomputer, Colossus, has become the most powerful AI machine in the world, boasting over 200,000 H100 GPUs—enough to train models like GPT-3 in under two hours. Other major players like Meta, OpenAI, Oracle, and Tesla are also rapidly scaling their infrastructure with tens of thousands of GPUs, while Google and Amazon remain silent, likely working on secret projects. Storm emphasizes that compute capacity is now as critical as oil or fiber optics—forming the backbone of AI advancement. With infrastructure costs doubling every 13 months, even the richest tech giants feel the pressure. His core message: the future of AI belongs to those who control the chips, not just the ideas.

Follow Dr. Joerg Storm: https://www.linkedin.com/in/joergstorm/

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The AI Arms Race Just Got Real: xAI’s Colossus Crushes the Competition — Subscribe to Track the Supercomputer War Unfolding #122b

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