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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

#501

Post by savorypiano »

aurareturn wrote: post #450
huijzer wrote: post #433

Earlier quoted context omitted.

[flagged]

“You should expect OpenAI to spend trillions of dollars on data center construction in the not very distant future,” he told the room, according to a Verge reporter. “We have better models, and we just can’t offer them, because we don’t have the capacity,” he said. GPUs remain in short supply, limiting the company’s ability to scale. https://finance.yahoo.com/news/sam-altman-admits-openai-tota... So why would Altman…

Altman wants OTHERS to spend trillions are GPU. He needs the scaling hype to continue so he can keep getting investors to put money in hopes of an AGI breakthrough. If there is no funding, OpenAI is immediately bankrupt.

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

#502

Post by mvanbaak »

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…

0,19 per kwh. Damn man, here it is like 0,97 per kwh (Western Europe) … stop complaining

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

#503

Post by bwfan123 »

crowcroft wrote: post #368
phh wrote: post #351

Earlier quoted context omitted.

Except I'm guessing they are not selling their equity, they are making debt backed by their equity?

Yea this is speculation, you might be right. I'm not sure how exactly they're doing this but my thinking would be. 1. Selling equity (probably good). 2. Financed with actual profits over time showing up as lower margins on the income statement (probably good). 3. Issuing debt backed by their equity (possibly a dumpster fire).

> Financed with actual profits over time showing up as lower margins on the income statement (probably good)

would these equity investments only impact the balance-sheet as financial investments - why would they show up as lower margins on income statement ?

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

#505

Post by mullingitover »

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

If the US petro-regime wasn't fighting against cheap energy sources this would be a rounding error in the country's solar deployment.

China deployed 277GW of solar in 2024 and is accelerating, having deployed 212GW in the first half of 2025. 10 GW could be a pebble in the road, but instead it will be a boulder.

Voters should be livid that their power bills are going up instead of plummeting.

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

#506

Post by atkailash »

apimade wrote: post #490
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…

An 8% increase y/o/y is quite substantial, however keep in mind globally we experienced the 2022 fuel shock. In Australia for example we saw energy prices double that year. Although wholesale electricity prices show double-digit average year-on-year swings, their true long-run growth is closer to ~6% per year, slightly above wages at ~4% during the same period. So power has become somewhat less affordable, but still…

I wouldn’t call a $100-270 electric bill a “fraction” when it’s about 5% post tax income. I use a single light on a timer and have a small apartment

Especially since these sorts of corporations can get tax breaks or har means of getting regulators to allow spreading the cost. Residential shouldn’t see any increase due to data centers, but they do, and will, supplement them while seeing minimal changes to infrastructure

When people are being told to minimize air conditioning but then these big datacenters are made and aren’t told “reduce your consumption” then it doesn’t matter how big or small the electric bill is, it’s supplementing a multi billion dollar corporation’s toy

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

#508

Post by littlecranky67 »

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.

Which investors also usually don't like. It says "we have all this cash, but we have no idea what to do with it so we are buying out own stock". While I'd expect a company to actually invest (into research, tech, growth etc.) with it's excess cash to make more money in the future.

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

#509

Post by p1necone »

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…

Theoretically couldn't you use all the waste heat from the data center to generate electricity again, making the "actual" consumption of the data center much lower?

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

#510

Post by fuzzfactor »

elbasti wrote: post #495
jacquesm wrote: post #486

Earlier quoted context omitted.

It is the opposite of refining energy. Electrical energy is steak, what leaves the datacenter is heat, the lowest form of energy that we might still have a use for in that concentration (but most likely we are just dumping it in the atmosphere). Refining is taking a lower quality energy source and turning it into a higher quality one. What you could argue is that it adds value to bits. But the bits themselves, their…

I think you're pushing the metaphor a bit far, but the parallel was to something like ore. A power plant "mines" electron, which the data center then refines into words. or whatever. The point is that energy is the raw material that flows into data centers.

Maybe more like converting energy to data, as a more specific type of refinement.
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