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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

#461

Post by onesociety2022 »

paxys wrote: post #434
onesociety2022 wrote: post #404

Earlier quoted context omitted.

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.

Nvidia probably has the opposite problem - employee stock has appreciated so much that you have to convince them not to retire.

Maybe but people's spending also dramatically goes up as they start making more money. You buy that $5m vacation home at Tahoe, you buy fully-loaded Rivian SUVs, you send your kids to expensive private schools, you fly only first-class on family vacations, and you are back to needing to work more to sustain this lifestyle.

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

#462

Post by novaRom »

zuInnp wrote: post #49

Yeah, who cares about the enviroment... who needs water and energy, if you AI agent can give you better pep talk

What's the purpose to have access to smart assistants if it doesn't result in improving your basic needs, not improving your quality of life? Who is spending now? Only high income households, while majority is struggling with high utility bills and grocery prices - very basic needs.

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

#463

Post by 7952 »

gitpusher wrote: post #418
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…

> Framing it in gigawatts is very interesting given the controversy Exactly. When I saw the headline I assumed it would contain some sort of ambitious green energy build-out, or at least a commitment to acquire X% of the energy from renewable sources. That's the only reason I can think to brag about energy consumption

Or this brings power and prestige to the country that hosts it. And it gives clout precisely because it is seemingly wasteful. Finding the energy is a problem for the civilian government who either go "drill baby drill" or throw wind/solar/nuclear at the problem.

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

#464

Post by xnickb »

HPsquared wrote: post #458
reubenmorais wrote: post #424

Earlier quoted context omitted.

All life is basically refining energy - standing up to entropy and temporarily winning the fight.

It's all about putting the entropy somewhere else and keeping your own little area organised.

People of the earth, remember: unnecessary arm and leg movements increase the entropy! Fear of the heat death of the universe! Lie down when possible!

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

#465

Post by hbarka »

ddtaylor wrote: post #202
hbarka wrote: post #115

Earlier quoted context omitted.

It was announced last week that Nvidia acquired-hired a company that can connect more than 100,000 GPUs together as a cluster that can effectively serve as a single integrated system.

Do you have a link or info?

https://www.reuters.com/technology/nvidia-spent-over-900-mil...

https://www.tomshardware.com/tech-industry/nvidia-drops-a-co...

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

#466

Post by watwut »

nextworddev wrote: post #452
mikhmha wrote: post #429

Earlier quoted context omitted.

Its not a good argument against him. I read his articles and he is absolutely correct about the state of things. Predicting the crash is a fools errand. I don't use that as a argument to discredit what he actually writes regarding the raw economics of the AI industry. I say this as someone who has been holding NVDA stock since 2016 and can cash out for a large sum of money. To me its all theoretical money until I act…

He’s been absolutely wrong on most things but spreading FUD is how he makes money, like Gary Marcus

If there is any FUD, it is feom other side. No one is scared after they read Zitron article, most are bored because they are dense to read.

But people are literally scared ai will destroy all the jobs after reading articles about how it will. Companies scared not to use ai whether it makes sense or not just to not miss out is where FUD is.

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

#467

Post by bigwheels »

JoshGlazebrook wrote: post #370

No one ever talks about the electricity demands for powering these things. Electric bills here in NJ via PSEG have spiked over 50% and they are blaming increased demand from datacenters, yet they don't seem to charge datacenters more? https://www.datacenterdynamics.com/en/news/new-jersey-utilit...

A classic political games move, and it says more about how much anti-consumer nonsense is tolerated in New Jersey than it does about power generation and distribution pricing realities.

The data centers will naturally consolidate in areas with competitive electricity pricing.

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

#468

Post by abstractwater »

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…

> So where is this 10GW electric supply going to come from and who is going to pay for it?

I would also like to know. It's a LOT of power to supply. Nvidia does have a ~3% stake in Applied Digital, a bitcoin miner that pivoted to AI (also a "Preferred NVIDIA Cloud Partner") with facilities in North Dakota. So they might be involved for a fraction of those 10GW, but it seems like it will be a small fraction even with all the planned expansions.

https://www.investopedia.com/applied-digital-stock-soars-on-...

https://ir.applieddigital.com/news-events/press-releases/det...

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

#469

Post by t0mas88 »

fufxufxutc wrote: post #24

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.

Oracle also announced a lot of future revenue from AI, while they're part of Stargate Partners that is investing in OpenAI. Similar deal...
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