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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

#551

Post by libraryofbabel »

kulahan wrote: post #483
elbasti wrote: post #403

Earlier quoted context omitted.

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…

That's pretty interesting. Is it just because the power channels are the most fundamental aspect of the building? I'm sorta surprised you can't rip out old cables and drop in new ones, or something to that effect, but I also know NOTHING about electricity.

Not an expert, but it’s probably related to cooling. Every joule of that electricity that goes in must also leave the datacenter as heat. And the whole design of a datacenter is centered around cooling requirements.

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

#552

Post by bushbaba »

mullingitover wrote: post #505
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 a…

How would that solar power a DC at night or on a cloudy day? Energy storage isn’t cheap.

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

#554

Post by Nevermark »

fuzzfactor wrote: post #518
Rudybega wrote: post #399

Earlier quoted context omitted.

Sorry, those figures are skewed by Timelord Georg, who has been using AI for 100 million hours a day, is an outlier, and should have been removed.

Roger, but I still think with that much energy at its disposal, if AI performs as desired it will work it's way up to using each person more than 1.2 hours per day, without them even knowing about it :\

When GPUs share people concurrently, they collectively get much more than 24 hours of person per day.

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

#555

Post by pabs3 »

elbasti wrote: post #403
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…

> the power requirements are basically locked-in

Why is that? To do with the incoming power feed or something else?

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

#556

Post by elphinstone »

monkeydust wrote: post #453
paxys wrote: post #441

Earlier quoted context omitted.

Watt is the hottest new currency in big tech. Want to launch something big? You don't have to ask for dollars or headcount or servers or whatever else used to be the bottleneck in the past. There's plenty of all this to go around (and if not it can be easily bought). Success or failure now depends on whether you can beg and plead your way to getting a large enough kilowatt/megawatt allocation over every other team th…

Explains why Meta is entering power trading space https://subscriber.politicopro.com/article/eenews/2025/09/22...

That gives me Enron vibes, even though these are vastly different situations. But the idea of a social media company trading in this space is nuts.

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

#557

Post by djtriptych »

pabs3 wrote: post #555
elbasti wrote: post #403

Earlier quoted context omitted.

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…

> the power requirements are basically locked-in Why is that? To do with the incoming power feed or something else?

guessing massive capital outlays and maybe irreversible site selection/preparation concerns.

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

#558

Post by fuzzfactor »

Nevermark wrote: post #554
fuzzfactor wrote: post #518

Earlier quoted context omitted.

Roger, but I still think with that much energy at its disposal, if AI performs as desired it will work it's way up to using each person more than 1.2 hours per day, without them even knowing about it :\

When GPUs share people concurrently, they collectively get much more than 24 hours of person per day.

You're right!

With that kind of singularity the man-month will no longer be mythical ;)

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

#560

Post by brendoelfrendo »

pabs3 wrote: post #555
elbasti wrote: post #403

Earlier quoted context omitted.

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…

> the power requirements are basically locked-in Why is that? To do with the incoming power feed or something else?

Basically, yes. When you stand up something that big, you need to work with the local utilities to ensure they have the capacity for what you're doing. While you can ask for more power later on, if the utilities can't supply it or the grid can't transport it, you're SOL.
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