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

401–410 of 668 posts

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

#401

Post by Manuel_D »

deelowe wrote: post #397
agentultra wrote: post #298

Water is a critical resource in dwindling supplies in many water-stressed regions. These data centers have been known to suck up water supplies during active droughts. Is there anyone left at the EPA that gets a say in how we manage water for projects like this?

Water is much less of an issue than the media makes it out to be. It's a problem in some specific areas, yes, but power is a much better concern.

And even where water scarcity is a problem, heat exchangers can be configured to use wastewater. The Palo Verde plant does this.

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

#402

Post by JCM9 »

drexlspivey wrote: post #164
bitmasher9 wrote: post #135

Earlier quoted context omitted.

Nvidia is giving OpenAi money (through investment) to buy Nvidia chips. The bubble is that Nvidia got that money from its crazy high stock price, the extra investment raises OpenAi’s evaluation and the increased sells raises Nvidia’s evaluation. If the valuations see a correction then spending like this will decrease, further decreasing valuations. Bubble collapsing looks like enshittification of OpenAI tools as they…

> The bubble is that Nvidia got that money from its crazy high stock price, This is totally False, NVDA has not done any stock offerings. The money is coming from the ungodly amount of GPUs they are selling. In fact they are doing the opposite, they are buying back their stock because they have more money that they know what to do with.

A company buys back its stock if it thinks the stock is underpriced. Otherwise when “you have more money than you know what to with” you give it to your shareholders via a dividend. A concept mostly forgotten by tech companies.

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

#403

Post by elbasti »

ComputerGuru wrote: post #371

Framing it in gigawatts is very interesting given the controversy about skyrocketing electric prices for residential and small business users as a result of datacenters over the past three years, primarily driven by AI growth. If, as another commenter notes, this 10GW is how much Chicago and NYC use combined , then we need to have a serious discussion about where this power is going to come from given the dismal stat…

I work in the datacenter space. The power consumption of a data center is the "canonical" way to describe their size.

Almost every component in a datacenter is upgradeable—in fact, the compute itself only has a lifespan of ~5 years—but the power requirements are basically locked-in. A 200MW data center will always be a 200MW data center, even though the flops it computes will increase.

The fact that we use this unit really nails the fact that AI is basically refining energy.

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

#404

Post by onesociety2022 »

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.

It does help with employee stock compensation. If your stock doubled in the past year, then you just need to dole out 50% of shares as last year in equity refreshers to retain talent.

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

#405

Post by lotsofpulp »

paxys wrote: post #365
hshshshshsh wrote: post #314

Earlier quoted context omitted.

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

It can, but investors don't like that since it dilutes the value of their own shares. Which is why large companies usually do the opposite - share buybacks. Nvidia in fact bought $24 billion worth of its own shares in the first half of 2025, and plans to spend $60 billion more in buybacks in upcoming months.

That has to be compared with how much stock the company is “selling”, via equity compensation to employees.

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

#406

Post by MagicMoonlight »

agentultra wrote: post #298

Water is a critical resource in dwindling supplies in many water-stressed regions. These data centers have been known to suck up water supplies during active droughts. Is there anyone left at the EPA that gets a say in how we manage water for projects like this?

Where is this water meme coming from? Surely the water is just pumped around, not actually used up?

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

#407

Post by JCM9 »

2OEH8eoCRo0 wrote: post #57
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.

What will happen if/when the AI bubble pops and there is far more grid capacity than demand? Power plant bailouts?

Will just make capacity available for electrification of other infrastructure like heat pumps, electric cars, and so on. Lots of other folks would happily buy that power. The whole AI bubble is just driving up electricity pricing for everyone else at the moment.

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

#408

Post by ACCount37 »

vessenes wrote: post #162
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…

Almost every model trained by the majors has paid for itself with inference fees. I’m not saying there isn’t a bubble, but I am saying if the researchers and strategists absolutely closest to the “metal” of realtime frontier models are correct that AGI is in reach, then this isn’t a bubble, it’s a highly rational race. One that large players seem to be winning right now.

Ever since NLP and CSR, the two unassailable fortresses of every AI winter, fell to LLMs? I had no doubt that AGI is within reach.

It's less "will it happen" now, and more "whether it hits in a few decades or in a few years".

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

#409

Post by nenenejej »

onesociety2022 wrote: post #404
paxys wrote: post #287

Earlier quoted context omitted.

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

It does help with employee stock compensation. If your stock doubled in the past year, then you just need to dole out 50% of shares as last year in equity refreshers to retain talent.

This assumes your staff are not a bunch of boglehead freaks constantly on blind and crunching spreadsheets and grinding their leetcode for that perfectly timed leap.

RSU vesting is a bit like options. You have the option but not the obligation to stay in the job!

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

#410

Post by catigula »

vmg12 wrote: post #381
catigula wrote: post #315

Earlier quoted context omitted.

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

Well, I suggest you go into politics and do something about it rather than be pointlessly smug on the internet. If you're actually interested, the reason it's important to build out the grid even more instead of "subsidizing" is because the current grid can't handle renewables well which we need to improve if we want to use sustainable energy.

ok
Post reply on HN