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Training Data, Not Compute: Ex-OpenAI Researcher Bets $100B

Ex-OpenAI researcher Andrew Ho is betting $100 billion on training data as the next major AI investment frontier, arguing that data quality, not compute, will drive future model improvements. Ho's claim challenges the prevailing focus on scaling compute and hardware like NVIDIA chips.

read1 min views1 publishedJul 31, 2026
Training Data, Not Compute: Ex-OpenAI Researcher Bets $100B
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Scaling laws had a good run, but the next big money inflow in AI might not be going to NVIDIA. Ex-OpenAI researcher Andrew Ho is putting his chips on training data — to the tune of $100 billion in targeted collection spending across AI

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All Replies (3) #

M

Underrated angle: data quality caps what any model can learn, no amount of compute scales past that.

0

N

Spent weeks cleaning our dataset, improved results more than any compute bump ever did.

0

Q

Had a similar experience—deduplicating our corpus gave a bigger jump than adding nodes.

0

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