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GPT-5 planned for 2025, $100B Microsoft supercomputer for 2028

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Top stories today:

  1. GPT-5 planned for 2025, $100B Microsoft supercomputer for 2028
  2. OpenAI shows off unlaunched deepfake voice tool
  3. China’s Caixin manufacturing PMI at 51.1 in March
  4. Videogame adaptions close to flipping superhero films in 2023

0. Data and calendar

All values as of 6 AM ET / 3 AM PT, other than S&P500 and NASDAQ close (4 PM ET / 1 PM PT).

All times are ET.

1. GPT-5 planned for 2025, $100B Microsoft supercomputer for 2028

Mockup of GPT-5.

  • Unclear whether adding more compute can deliver something significantly better than GPT-4, given the current Transformers architecture.

  • 2026: smaller, $10B supercomputer planned for OpenAI.

  • NVIDIA, AMD, and Microsoft chips could power facilities.

2. OpenAI shows off unlaunched deepfake voice tool

  • Voice Engine only requires 15 seconds of reference audio to clone a voice.

  • Launch: TBD.

  • Trained on a mix of licensed and publicly available data, the vague phrasing now used by AI companies.

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4. China’s Caixin manufacturing PMI at 51.1 in March, for 5th consecutive growth (50+)

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