Where is Apple? Even from an investment perspective.
Losing the race
OpenAI and Nvidia announce partnership to deploy 10GW of Nvidia systems
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Re: OpenAI and Nvidia announce partnership to deploy 10GW of Nvidia systems
#32Strange unit of measurement. Who would find that more useful than expected compute or even just the number of chips.
Re: OpenAI and Nvidia announce partnership to deploy 10GW of Nvidia systems
#33Re: OpenAI and Nvidia announce partnership to deploy 10GW of Nvidia systems
#34Re: OpenAI and Nvidia announce partnership to deploy 10GW of Nvidia systems
#35For 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.
Re: OpenAI and Nvidia announce partnership to deploy 10GW of Nvidia systems
#36In 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
#37Re: OpenAI and Nvidia announce partnership to deploy 10GW of Nvidia systems
#38Re: OpenAI and Nvidia announce partnership to deploy 10GW of Nvidia systems
#39> Strategic partnership enables OpenAI to build and deploy at least 10 gigawatts of AI datacenters with NVIDIA systems representing millions of GPUs I know watts but I really can’t quantify this. How much of Nvidia is there in the amount of servers that consume 10GW? Do they all use the same chip? What if there is newer chip that consumes less, does the deal imply more servers? Did GPT write this post?
Also, the idea of a newer Nvidia card using less power is très amusant.
Re: OpenAI and Nvidia announce partnership to deploy 10GW of Nvidia systems
#40Where is Apple? Even from an investment perspective.