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Strange unit of measurement. Who would find that more useful than expected compute or even just the number of chips.
It's a very useful reference point actually because once you hit 1.21 GW the AI model begins to learn at a geometric rate and we finally get to real AGI. Last I've heard this was rumored as a prediction for AI 2027, so we're almost there already.
In 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.
... and we've seen this before in previous bubbles ...
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Build this thing in the middle of the desert and you would need around 100 sq mile of solar panels + a fuck load of batteries for it to be energy independent. The solar farm would be around $10 billion which is probably far less than the gpus cost
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It's a very useful reference point actually because once you hit 1.21 GW the AI model begins to learn at a geometric rate and we finally get to real AGI. Last I've heard this was rumored as a prediction for AI 2027, so we're almost there already.
1.21GW is an absurd level of precision for this kind of prediction.
I generally like what’s been happening with AI but man this is gonna crash hard when reality sets in. We’re reaching the scary stage of a bubble where folks are forced to throw more and more cash on the fire to keep it going with no clear path to ever get that cash back. If anyone slows down, even just a bit, the whole thing goes critical and implodes.
If Solar can't compete with natural gas economically, and subsidizing solar ends up de-incentivizing natural gas production by artificially lowering energy prices, what's the solution here?
Solar does compete economically with methane already, and it's only going to improve even more.
What 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.