The Download: AI’s trillion-dollar gamble and OpenAI’s biology data bid
Summary
This newsletter covers several AI-related topics: major AI companies (hyperscalers, or large tech firms building massive AI infrastructure) are investing nearly $1.1 trillion in data centers by 2027, but their earnings would need to grow dramatically just to break even by 2030. Additionally, OpenAI's nonprofit foundation is funding an effort to create high-quality scientific datasets by purchasing data from failed biotech companies, aiming to give AI models more biological information to help with disease research.
Classification
Affected Vendors
Related Issues
Original source: https://www.technologyreview.com/2026/09/16/1144205/the-download-ai-trillion-dollar-build-openai-biological-data/
First tracked: September 16, 2026 at 02:01 PM
Classified by LLM (prompt v3) · confidence: 85%