Where is Apple? Even from an investment perspective.
Losing the race
OpenAI and Nvidia announce partnership to deploy 10GW of Nvidia systems
21–30 of 668 posts
Re: OpenAI and Nvidia announce partnership to deploy 10GW of Nvidia systems
#22These $ figures based on compute credits or the investor's own hardware seem pretty sketchy.
Re: OpenAI and Nvidia announce partnership to deploy 10GW of Nvidia systems
#23Re: OpenAI and Nvidia announce partnership to deploy 10GW of Nvidia systems
#24In accounting terms, this is a shady business practice known as "round tripping" where you invest in a company for the sole purpose of them buying your product. It allows you to count your revenue multiple times.
Re: OpenAI and Nvidia announce partnership to deploy 10GW of Nvidia systems
#25What does this mean? "To support the partnership, NVIDIA intends to invest up to $100 billion in OpenAI progressively as each gigawatt is deployed."
so nvidia's value supported by the value of AI companies, which nvidia then supports?
Re: OpenAI and Nvidia announce partnership to deploy 10GW of Nvidia systems
#26What does this mean? "To support the partnership, NVIDIA intends to invest up to $100 billion in OpenAI progressively as each gigawatt is deployed."
Perhaps it means OpenAI will pay for the graphics card in stock? Nvidia would become an investor in OpenAI thereby moving up the AI value chain as well as ensuring demand for GPUs, while OpenAI would get millions of GPUs to scale their infrastructure.
Re: OpenAI and Nvidia announce partnership to deploy 10GW of Nvidia systems
#27What does this mean? "To support the partnership, NVIDIA intends to invest up to $100 billion in OpenAI progressively as each gigawatt is deployed."
Nvidia is buying their own chips and counting it as a sale. In exchange they’re maybe getting OpenAI stock that will be worth more in the future. Normally this would count as illegally cooking the books I think but if the OpenAI investment pays off no one will care.
Re: OpenAI and Nvidia announce partnership to deploy 10GW of Nvidia systems
#28Whats in it for Nvidia? At the recent 300B valuation, 25% equity?
Re: OpenAI and Nvidia announce partnership to deploy 10GW of Nvidia systems
#29For someone who doesn't know what a gigawat worth of Nvidia systems is, how many high-end H100 or whatever does this get you? My estimates along with some poor-grade GPT research leads me to think it could be nearly 10 million? That does seem insane.
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Re: OpenAI and Nvidia announce partnership to deploy 10GW of Nvidia systems
#30I look forward to subsidizing this effort with my skyrocketing home power bill.