Openai expresses interest in buying Google Chrome
Nick Turley, the Product Manager at Openai, recently made headlines when he expressed The Openai would be interested in buying Google Chrome from Google (Nasdaq: Googl) if the opportunity should exist. The Department of Justice (DOJ) called Turley to testify in Google Antitrust case, where the US courts found Google guilty of violations of antitrust laws regarding its dominance in search engines and digital advertising. One of the proposed measures from DOJ forces Google to sell its Chrome browser.
It is probably not surprising that Openai would like to throw his hat in the ring to potentially buy Chrome, the world’s most popular browser, with about 66% of the global market share. About a year ago it was Rumored The Openai built his browser to compete with Chrome. They even went as far as hiring ex-google developers such as Ben Goodger and Darin Fisher, who both worked on the original Chrome project.
At first glance it may seem strange that a leading Generative artificial intelligence (AI) The company wants to own a browser. To do so, however, would directly favor Openai’s core business. First, they would have access to an invaluable amount of user-generated search data from Chrome’s 3.45 billion users all over the world, which can be used to train their AI models. In addition, they would have a built-in distribution channel, so that all new Openai product can reach the Chrome’s 3.45 billion users almost directly through integrations.
Owning Chrome would also give Openai A much needed path to profitability. Advertising revenue alone from the browser is estimated to receive between $ 17 billion and $ 35 billion per year – and this does not even count Chrome’s corporate offers and strategic partnership company models that also generate revenue.
Buying Chrome would be a massive victory for Openai. But even though the Ministry of Justice eventually forces Google to divest Chrome, Openai would probably not be the only company that stands up to make an offer. The “Remedies trial” which will determine Chrome’s fate started on April 21, but a final judgment is not expected until August, so we have to wait and see how this develops.
Trump signs executive order to increase AI education in schools
In the meantime a new executive Related to artificial intelligence came out of the White House. On April 23, President Donald Trump signed Promote artificial intelligence education for American youth executive order in effect. The order requires a strategy to be introduced Prepare students (the future labor force) And teachers with knowledge, skills and resources that they will need to be in strength when using AI in the coming years. In other words, the White House wants to create an AI-trained labor to help the United States remain dominant in the global AI economy.
The initiatives specified in the order include increasing AI literacy In K-12 education, create professional development programs to put teachers in the best position to teach students about AI and create AI-related registered apprenticeship to provide high school students with work-based learning experiences in the industry.
What I would argue is more important than the actual content of the executive scheme is the greater view that the White House is projecting AI to be so important that they believe that individuals who are currently in kindergarten and six-year-olds-need to learn AI now because it will be important for them at least 12 years when they graduate.
Right now, with AI knowledge, skills Using it effectively and working knowledge about the best tools and resources is important and those who have these can stand out. So for that reason alone, it is understandable, reasonable and probably even necessary to add AI to school plans, especially for older K-12 students who are only a few years away from working.
But making a 12-year prediction if a technology is really difficult. Although it is undoubtedly smart to focus on AI training right now, who knows how important AI will still be 12 years from now? At that time we could easily have moved on to the next technology, and AI can be so other nature for young adults to have the entire curriculum that revolves around it will seem superfluous for the experience and interactions that the same group gets in other places naturally.
Amazon and Nvidia are pushing back toward AI Data Center Problems
In recent weeks, decisions of some technical giants, especially Microsoft (Nasdaq: MSFT), raised questions about the actual demand for AI infrastructure. Microsoft announced that it would postpone And stop several of its previously announced plans to build and scale their AI data centers, which questioned what the underlying purpose of the decision really was; Many people – including me – to speculate that Microsoft’s decision may be due to Actual consumer’s demand for AI does not match forecasts The fact that many technical giants did when it comes to consumers’ demand for AI products and services.
But Amazon (Nasdaq: Amzn) and nvidia (Nasdaq: NVDA) commented on their plans for expansion of data centers. At a conference organized by the Hamm Institute for American Energy, Amazon said Vice President of Global Data Center Kevin Miller: “There has really been some significant change (demand). We continue to see very strong demand, and we see both in the coming couples (off) years as well as long term and see the figures just go up.”
Nvidia’s Senior Director of Corporate Sustainability, Josh Parker, also weighed in and said: “We have not seen a backback” and emphasized that “we see tremendous growth in the need for new base load power. We see outstanding growth.”
However, I do not think that the comments from these two technical giants tell the whole story – or even the real story – especially the comment from Parker. Without a doubt, demand for power is growing. But it is not the same as the demand for data dayomflowing, which many believe is the real factor behind Microsoft that interrupts their plans. It is no secret that AI operations and data centers that are worthy of them Consume huge amounts of energy And can spew grid, especially when AI models become more advanced and need even more power to work.
But it still doesn’t tell you much about the actual consumer’s demand for AI products and services. Yes, the AI business will probably be more effective if they have more bandwidth and power, and regardless, when the models continue to improve, what it takes to train and run models will probably require more/better infrastructure, but the argument made by Nvidia and Amazon sounds much more like an argument for growing energy consumption than it makes a signal. It gives us a case for why companies may not withdraw their plans for the expansion of data centers, but it does not really deal with the greater fear that investors and industry sites have: What if consumers just do not want AI on the scale that has been calculated?
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