AI's Trillion-Dollar Gamble and OpenAI's Biology Data Bid

The Download: AI’s trillion-dollar gamble and OpenAI’s biology data bid

A Wharton professor calculates that hyperscalers will spend nearly $1.1 trillion on AI data centers by 2027. They need a huge productivity jump just to break even by 2030. Separately, the OpenAI Foundation is funding the purchase of data from bankrupt biotech firms—regulatory filings, manufacturing strategies, safety records—to train medical AI. Nvidia and Meta CEOs also rejected calls for a coordinated AI slowdown.