How will this actually be powered? Just seems like we’re powering an ecological disaster.
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
#252We are definitely closer to the top in this market. Do people even realize what they’re predicting in terms of energy use? It’s going to be a wasteland territory sooner than people think.
its going to go 10x from where it is now
Re: OpenAI and Nvidia announce partnership to deploy 10GW of Nvidia systems
#253To put this into perspective this datacenter would have the land area of Monaco (740 acres) given assumptions of a 80kW/rack per case.
Monaco is 2 km^2 [1]. I'm confused because if I assume each rack takes up 1 square meter I get a much smaller footprint: around 12 hectares or 17 football fields. And that assumes that the installation is one floor. I don't know much about data centers but I would have thought they'd stack them a bit. Am I the only person who had to look up how big Monaco was? [1]: https://en.wikipedia.org/wiki/Monaco [2]: https://ww…
My ChatGPT calculation is below. ChatGPT is factoring in the actually size of building and a campus and it have the range of 340 to 740 acres. https://chatgpt.com/share/68d195ff-3528-8004-8418-ec462b1433...
Re: OpenAI and Nvidia announce partnership to deploy 10GW of Nvidia systems
#254Earlier quoted context omitted.
Your question is weird. Solar does compete economically with methane already, and it's only going to improve even more.
If true, why aren't we mass scaling it all over the American West? We have railways running from West -> East, why not include power lines that can take power from energy farms in the West -> East? No major project in AZ, TX, or CA to give a city free power? etc
Getting approval across multiple states for lines takes a very long time. The federal government and just about any state, municipality, or private land owner along the proposed route can block or delay it. The TransWest Express transmission line project started planning in 2007 but couldn't start construction until 2023, and it only needed to cross 4 states.
If the coast-to-coast railways hadn't been built in the past, I don't think the US could build them today. There are too many parties who can now block big projects altogether or force the project to spend another 18 months proving that it should be allowed to move forward.
Re: OpenAI and Nvidia announce partnership to deploy 10GW of Nvidia systems
#255This 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…
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Re: OpenAI and Nvidia announce partnership to deploy 10GW of Nvidia systems
#256> letter of intent for a landmark strategic partnership > intends to invest up to xxx progressively > preferred strategic compute and networking partner > work together to co-optimize their roadmaps > look forward to finalizing the details of this new phase of strategic partnership I don't think I have seen so much meaningless corporate speak and so many outs in a public statement. "Yeah we'll maybe eventually do som…
NVDA's share price enjoyed a nice $6 bump today, so the announcement did what it was supposed to do.
In a sense, it's just an ask to public investors for added capital to do a thing, and evidently a number of investors found the pitch compelling enough.
Re: OpenAI and Nvidia announce partnership to deploy 10GW of Nvidia systems
#257Earlier quoted context omitted.
It would be amusing if it also wasn't so accurate.
I didn’t see the step where Larry has to sell any stock, and hence puts downward price pressure on Oracle share prices. What is the source of the cash in steps 3, 4, and 7?
Ultimately, debt will fuel this. Oracle can't pay with cashflow.
Re: OpenAI and Nvidia announce partnership to deploy 10GW of Nvidia systems
#258Earlier quoted context omitted.
It would be amusing if it also wasn't so accurate.
I didn’t see the step where Larry has to sell any stock, and hence puts downward price pressure on Oracle share prices. What is the source of the cash in steps 3, 4, and 7?
It is us, index fund owners :clown:
Disclaimer: I also have a small amount of money in vanguard IRA
Re: OpenAI and Nvidia announce partnership to deploy 10GW of Nvidia systems
#259Earlier 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.
The dot com bubble popped. It doesn't mean that the internet wasn't successful, just that people got way too excited about extrapolating growth rates.
AI is here to stay, but the question is whether the players can accurately forecast the growth rate, or get too far ahead of it and get financially burnt.