Nagasaki, CEO of OpenAI Japan, said, "The AI model called 'GPT Next' that will be released in the future will evolve nearly 100 times based on past performance. Unlike traditional software, AI technology grows exponentially."
The slide clearly states 2024 "GPT Next". This 100 times increase probably does not refer to the scaling of computing resources, but rather to the effective computational volume + 2 OOMs, including improvements to the architecture and learning efficiency. GPT-4 NEXT, which will be released this year, is expected to be trained using a miniature version of Strawberry with roughly the same computational resources as GPT-4, with an effective computational load 100 times greater. Orion, which has been in the spotlight recently, was trained for several months on the equivalent of 100k H100 compared to GPT-4 (EDIT: original tweet said 10k H100s, but that was a mistake), adding 10 times the computational resource scale, making it +3 OOMs, and is expected to be released sometime next year.
Note: Another OAI employee seemingly confirms this (I've followed them for a while, and they are working on inference).
Bioshok3 said in a later tweet that they were in any case mistaken about it being 10k H100s and it was actually 100k H100s: https://x.com/bioshok3/status/1831016098462081256
4Vladimir_Nesov
Surprisingly, there appears to be an additional clue for this in the wording: 2e26 BF16 FLOPs take 2.5 months on 100K H100s at 30% utilization, while the duration of "several months" is indicated by the text "数ヶ月" in the original tweet. GPT-4o explains it to mean
[...]
So the interpretation that fits most is specifically 2-3 months (Claude says 2-4 months, Grok 3-4 months), close to what the calculation for 100K H100s predicts. And this is quite unlike the requisite 10 months with 10K H100s in FP8.