AI Investment Rush from the Beginning Of the Year

OpenAI signs a KRW 15 trillion AI chip contract.
‘Investment front’ expands across all areas.

Despite concerns over an artificial intelligence (AI) bubble, global big-tech companies and investors are heavily investing again in AI in the new year. Investment seems to be expanded across all areas including power infrastructure, data centers, robot and manufacturing automation, security and healthcare, beyond the competition in generative AI models.

According to the Wall Street Journal, OpenAI has agreed to purchase up to 750MW of computing capacity from AI semiconductor startup Cerebras Systems over the next three years. The contract is worth USD 10 billion (approximately KRW 14.7 trillion). OpenAI plans to use AI-specific chips designed by Cerebras to process responses by ChatGPT. Cerebras has been developing semiconductors specialized for inferring process generating answers to an actual user’s questions after a large-scale language model (LLM) has completed training.
Behind OpenAI’s large-scale contract is the current demand from 900 million users.
Its competitor Anthropic is also seeking to attract big investment. Anthropic is preparing to attract USD 10 billion worth of investments based on its enterprise value of USD 350 billion.
The scope of investment expands even further at the startup level. Skild AI, which develops general-purpose AI software for robots, recently closed a deal for USD 1.4 billion in Series C investment, making the enterprise value at USD 14 billion.
As a power shortage problem emerges, the nuclear fusion sector, which is considered an alternative to solve this problem, is also experiencing similar changes. Nuclear fusion startup Type One Energy recently raised USD 87 million and is accelerating its efforts to build a commercial fusion power plant by the mid-2030s.
There are also significant moves in funding. Andreessen Horowits, a leading Silicon Valley top venture capital firm, recently raised a new fund worth over USD 15 billion, the largest ever.

 
 
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