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OpenAI Blog 1 year ago 18
OpenAI secured $40 billion in new funding at a $300 billion valuation to expand AI research and computing infrastructure. The company currently serves 500 million weekly ChatGPT users. The funding will allow OpenAI to develop more advanced AI capabilities and scale its operations.
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TLDRocket
5 August 2026
The infrastructure battle over how to efficiently run AI models just tilted decisively toward modularity. NVIDIA's new Rubin GPU, announced this week, includes dependency triggers—hardware features that dynamically manage computation sequences—effectively making the megakernel approach less necessary. Megakernels, hand-fused GPU kernels designed to squeeze out performance by reducing launch overhead, were once central to inference optimization. But they proved brittle: each new model required rewriting fused operations, and the complexity made them impractical at scale. Production systems at Meta, OpenAI, and major inference providers have largely abandoned them for modular stacks like TensorRT-LLM, which optimize individual components and compose them flexibly. Yet Cursor's open-source Mixture of Kittens megakernel just demonstrated a 41% increase in tokens per second, keeping the debate technically alive. What matters is the industrial shift: as hardware gets smarter about hiding latency through dependency management and as companies standardize on composable building blocks, the megakernel thesis weakens. The pattern mirrors broader infrastructure trends—monolithic optimizations give way to layered systems that are easier to reason about, maintain, and parallelize. This is less exciting than a performance breakthrough, but it's how software actually scales.
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