Hacker News Board Hacker News, browsed like a classic message board
Live data from Hacker News

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

openai.com

Post reply on HN
Print view View original

311–320 of 668 posts

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

#311

Post by gpm »

EcommerceFlow wrote: post #122
henearkr wrote: post #109

Earlier 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

60% tariffs on solar components from China, an executive that is actively hostile to renewable energy, and you still are massively scaling it to some extent.

67% of new grid capacity in the US was solar in 2024 (a further 18% was batteries, 9% wind, and 6% for everything else). In the first half of 2025 that dropped to 56% solar, 26% batteries, 10% wind, and 8% everything else (gas). Source for numbers: https://seia.org/research-resources/solar-market-insight-rep...

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

#312

Post by udkl »

HDThoreaun wrote: post #44
TheRealGL wrote: post #34

Did I miss the part where they mention the 10 large nuclear plants needed to power this new operation? Where's all the power coming from for this?

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

$10 billion is small change compare to the estimated all-inclusive cost of $10 billion for EACH 500MW data center ... $200 billion for 10GW.

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

#313

Post by belter »

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…

Same as they are doing with CoreWeave. In a sane world the SEC would do something but we are past that. What about Boeing opening an airline company and selling airplanes to itself?

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

#314

Post by hshshshshsh »

paxys wrote: post #287
BHSPitMonkey wrote: post #256

Earlier quoted context omitted.

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.

Increase in share price doesn't provide extra cash to a company. They'd have to issue new shares for that.

But company owns stock right? So they can sell those stocks no?

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

#315

Post by catigula »

vmg12 wrote: post #119
catigula wrote: post #53

Can we get some laws to force these companies to start subsidizing the consumer grids they're pummeling? The electric bills are getting out of hand.

They would build their own power lines / grid if they could.

No thanks, I'll just take subsidies to my bill.

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

#316

Post by belter »

radu_floricica wrote: post #263
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…

But real GPUs are being built, installed and used. It's not paper money, it's just buying goods and services partly with stock. Which is a very solid and time honored tradition which happens to align incentives very well.

> But real GPUs are being built, installed and used.

At this moment they could as well be called bitcoin or tulips....No different from Chinese ghost towns. Real houses being planned and built... And let's not talk to accountants about the depreciation rates on GPU Hardware that is out in 8 to 12 months...

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

#317

Post by Lalabadie »

lotsofpulp wrote: post #247
paxys wrote: post #160

Earlier 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?

He doesn't have to sell. He can finance the deal with debt backed by his newly risen stock as collateral. Then the debt is used to further inflate the price of the stock.

The flywheel metaphor is pretty apt.

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

#318

Post by jenkinomics »

anothermathbozo wrote: post #118
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…

What is this a bubble on? What does said bubble collapsing look like?

I think ultimately the conclusion that we're in a bubble is bad analysis. It jumps over a chasm and assumes that analogy to past historical situations allows us to draw conclusions.

This isn't a bubble. This is the collapse of 300 years of modern capitalism into corporate techno feudalism.

This won't crash and lead to a recession or depression. We are at the end game. Look around you. Capital is going scorched earth on labor. They are winning. Cost of living in metropolitan areas is exploding, and most of us will end up begging for scraps in peripheral areas.

This is the result of everything the elites have been working towards for the past few decades. Climate catastrophe is the cherry on the cake: they will shock therapy us into the last few bits. There will be corporate citizenship that enables one to live as a demi-god at the behest of the owners, and survival in the wastelands for the rest of us.

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

#319

Post by happosai »

HarHarVeryFunny wrote: post #272
labrador wrote: post #131

For scale: The 1960's era US Navy submarine I served on had a 78MW reactor, so 10GW is 128 nuclear submarines

A big power station of any type is ~1GW. Nuclear is slow to build, so I'd have to guess natural gas.

It should be illegal to build that much fossil fuel powerplants to just train LLMs.

The platant disregard of global warming by AI investors is truly repulsive.

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

#320

Post by AlexandrB »

humanizersequel wrote: post #301
mgh95 wrote: post #283

Earlier quoted context omitted.

What revenues do these GPUs generate for OpenAI? OpenAI is not currently profitable, and it is unclear if its business model will ever becomes profitable -- let alone profitable enough to justify this investment. Currently, this only works because the markets are willing to lend and let NVIDIA issue stock to cover the costs to manufacture the GPUs. That's where the belief that we are in a bubble comes from.

They're doing about a billion per month in revenue by running proprietary models on GPUs like these. Unless they're selling inference with zero/negative margin, it seems like a business model that could be made profitable very easily.

And even if they are selling inference at negative margin, they'll make it up in scale!
Post reply on HN