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OpenAI has formed strategic partnerships with Nvidia (10 gigawatts) and AMD (6 gigawatts) to secure massive GPU compute resources for AI development. Industry experts warn this could create a compute monopoly, controlling who can innovate in AI and at what cost. Meanwhile, China pursues an alternative strategy by subsidizing smaller, open-source models that require less computing power, potentially democratizing AI development. Meta takes a different approach by aggressively hiring top researchers with large bonuses. The competition highlights how compute scarcity has become a critical factor in the AI race.

Is OpenAI creating a global compute monopoly?