OpenAI and Nvidia announce partnership to deploy 10GW of Nvidia systems

Post by oezi » Mon, Sep 22, 2025, 6:27 PM UTC

zitterbewegung wrote: post #107

To put this into perspective this datacenter would have the land area of Monaco (740 acres) given assumptions of a 80kW/rack per case.

Post by aldousd666 » Mon, Sep 22, 2025, 6:29 PM UTC

gdiamos wrote: post #137

JCM9 wrote: post #108

This is throwing more cards on the house of cards. Nvidia is “investing” in OpenAI so OpenAI can buy GPUs from NVidia. Textbook “round tripping.” 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…

It forces us to confront a question. How much investment and prioritization in scaling laws is justified?

Post by ben_w » Mon, Sep 22, 2025, 6:29 PM UTC

ACCount37 wrote: post #196

pixelready wrote: post #166

Earlier quoted context omitted.

The real question is not whether this is a bubble since as you mentioned even if AI settles into a somewhat useful semi-mainstream tech, there is no way any of the likely outcomes can justify this level of investment. The real question is what are we gonna do with all this cheap GPU compute when the bubble pops! Will high def game streaming finally have its time to shine? Will VFX outsource all of its render to the c…

"The bubble will pop any minute now, any second, just you wait" is cope. Even if AI somehow bucks the trend and stops advancing in leaps? It's still on track to be the most impactful technology since smartphones, if not since the Internet itself. And the likes of Nvidia? They're the Cisco of AI infrastructure.

Post by aldousd666 » Mon, Sep 22, 2025, 6:30 PM UTC

SilverElfin wrote: post #165

JCM9 wrote: post #108

This is throwing more cards on the house of cards. Nvidia is “investing” in OpenAI so OpenAI can buy GPUs from NVidia. Textbook “round tripping.” 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…

I also recall reading that OpenAI is developing its own chips. What happened to that?

Post by stale2002 » Mon, Sep 22, 2025, 6:31 PM UTC

yard2010 wrote: post #241

stale2002 wrote: post #215

Earlier quoted context omitted.

Does anyone in the finance business know how legal this all it? I am hearing terms like "round tripping" being thrown around. A practice where a company sells and buys back its own product to artificially inflate revenue. I'm asking because its not just OpenAI that they are apparently doing this with, instead its with multiple other major GPU providers, like Coreweave. And its just being done all out in the open? How…

How I see it - the people with the money make the rules, why would they make rules against themselves?