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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

#561

Post by rapsey »

Imustaskforhelp wrote: post #439
rapsey wrote: post #349

Earlier quoted context omitted.

> I am pessimistic in US stocks because they are so concentrated on AI The russel 2000 index just made an all time high. The bull market is diverse and global. Indexes of many countries are also at all time highs.

I am pessimistic in US S&P 500 for the most part actually given how concentrated it is in AI (refer to that hank green video) I also didn't know that the other world's stocks are doing fine actually. but maybe there is a difference in economy and stocks at this point... I believe that we can all surely agree on the legendary john bogle's philosophy and in the current day and age realize that us s&p stocks are too cen…

Politics is a distraction and largely irrelevant to investing.

The stock market has so much money going into it that it is in a bull market. Because people have nowhere else to put their money into (real estate is dead atm).

You are letting your political biases poison your financial decisions.

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

#563

Post by rapsey »

thfuran wrote: post #474
rapsey wrote: post #356

Earlier quoted context omitted.

Timing the market is a fallacy. Time in the market is what builds wealth.

You're treating a statistical tendency as immutable law. It's true that attempting to time the market is not generally a good investment strategy, but every investment is made at some time, and some of those are very bad times to put money in the market. That it'll probably recover eventually doesn't much help if you've lost everything in the interim.

Which is why you invest a percentage of your paycheque not wait to time the market.

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

#564

Post by mirekrusin »

radium3d wrote: post #236
radium3d wrote: post #231

Earlier quoted context omitted.

Really curious how xAI is working out financially. Grok blows me away for coding.

It's interesting how profitable Tesla is despite the huge investments in their AI training infrastructure. They seem to be one of the best positioned companies that can maintain enough profitability to be able to afford their AI infrastructure without issue.

Google?

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

#565

Post by mirekrusin »

threeducks wrote: post #393
glitchc wrote: post #214

Earlier quoted context omitted.

Does this mean they pay for it through consumer GPU sales?

Last quarter, NVIDIA reported data-center revenue of $30.8 billion and gaming revenue of only $3.3 billion. https://nvidianews.nvidia.com/news/nvidia-announces-financia... This also explains why NVIDIA will not sell high VRAM consumer GPUs: it would cannibalize on their exorbitant data-center profits.

If they won't, somebody else will. And frankly that alone can pop their bubble - it minimizes/locks margins they can ever charge, a margin that is already negative. Apparently for every $1 made they currently pay $2.25?

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

#566

Post by Gud »

bigwheels wrote: post #467
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.

Define, "competitive electricity pricing". Because surely this will make the electricity prices less competitive for the you and me...

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

#567

Post by mullingitover »

bushbaba wrote: post #552
mullingitover wrote: post #505

Earlier quoted context omitted.

> 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.

In 2025 it’s cheaper to demolish an operating coal plant and replace it with solar and battery, and prices are still dropping.

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

#568

Post by sandspar »

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?

Am I correct that your argument is something like, "AI endangers our water supply"? If so, what evidence would it take for you to change your mind? Maybe someone here can provide it.

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

#569

Post by Nevermark »

fuzzfactor wrote: post #558
Nevermark wrote: post #554

Earlier quoted context omitted.

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 ;)

It will be epic!

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

#570

Post by ithkuil »

reubenmorais wrote: post #424
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…

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

"the purpose of life is to hydrogenate carbon dioxide"

-- Michael Russel

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