200 Million People Use ChatGPT Daily. OpenAI Can’t Afford It Much Longer
<p>To the surprise of many, OpenAI reported in June that they were <a href="https://techcrunch.com/2023/06/07/openai-gpt5-sam-altman/" rel="noopener ugc nofollow" target="_blank">not yet training GPT-5</a>.</p>
<p>It’s not been confirmed if they have started as of August 26th. The good news is they <a href="https://uspto.report/TM/98089548" rel="noopener ugc nofollow" target="_blank">filed a trademark application</a> in July for “GPT-5" and <a href="https://twitter.com/blader/status/1640217165822578688" rel="noopener ugc nofollow" target="_blank">developer Siqi Chen has been “told”</a> (presumably by someone inside OpenAI) that they would finish training the model by the end of 2024.</p>
<p>But even if OpenAI finishes training GPT-5 this year, they will probably not immediately allow users to access the model. They can’t afford it.</p>
<p><em>This article is a selection from </em><a href="https://thealgorithmicbridge.substack.com/subscribe?" rel="noopener ugc nofollow" target="_blank"><strong><em>The Algorithmic Bridge</em></strong></a><em>, an educational newsletter whose purpose is to bridge the gap between AI, algorithms, and people. It will help you understand the impact AI has in your life and develop the tools to better navigate the future.</em></p>
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<h2>The GPU shortage is forcing OpenAI to delay its plans</h2>
<p>This has been an open secret in the industry since Q2 2023. Now AI leaders are explicitly admitting this annoying reality: There are not enough cutting-edge Nvidia H100 GPUs to satisfy the demand of cloud providers (Google, Microsoft, and AWS are the big three) and LM builders (mainly Google, Meta, OpenAI, Anthropic, and Inflection). They won’t reach supply-demand equilibrium until at least Q4 2023.</p>
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