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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

#581

Post by jama211 »

jama211 wrote: post #302
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…

Perhaps I should short openAI… would you try it?

I also ask this as a rationalist technique, the moment you ask “what outcome would you actually put money on” people suddenly get far more realistic about how confident they actually feel. You get a whole lot less “oh they’re DEFINITELY gonna fail/succeed!” type hyperbole when money is on the line.

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

#582

Post by Saline9515 »

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…

Fyi capacity announced is very far from the real capacity when dealing with renewables. It's like saying that you bought a Ferrari so now you can drive at 300km/h on the road all of the time.

In mid latitudes, 1 GW of solar power produces around 5.5 GWh/day. So the "real" equivalent is a 0.23 GW gas or nuclear plant (even lower when accounting for storage losses).

But "China installed 63 GW-equivalent" of solar power is a bit less interesting, so we go for the fake figures ;-)

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

#583

Post by gehsty »

onesociety2022 wrote: post #442
gehsty wrote: post #158

Earlier quoted context omitted.

Some more context, Nuclear power stations can be up to 2GW, offshore windfarms are seemingly hitting a plateau at ~1.5GW, individual turbines in operations now are 15MW. Grids are already strained, 525kV DC systems can transmit ~2GW of power per cable bundle… Adding 10GW of offtake to any grid is going to cause significant problems and likely require CAPEX intensive upgrades (try buy 525kV dc cable from an establishe…

But that's assuming they actually have to transport power over long distances right? If they colocate these massive AI datacenters right next to the power generation plants, it should be cheap to transport the power. You don't need to upgrade massive sections of the grid and build long-distance power lines. The xAI Colossus 2 1GW data centers seem to be located about ~20 miles from the power generation utility ( http…

20 miles is a long way to move power, on land you have huge issues over getting permits for construction as it’s so disruptive, offshore specialist vessels that serve a global existing supply chain.

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

#584

Post by Ianjit »

nitwit005 wrote: post #200
TheRealGL wrote: post #34

Did I miss the part where they mention the 10 large nuclear plants needed to power this new operation? Where's all the power coming from for this?

I assumed this headline was not aimed at the public, but at some utility they want to convince to expand capacity. Otherwise, bragging about future power consumption seems a bit perplexing.

Or to assuage investors participating in the OpenAI secondary on the issue of cash burn.

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

#585

Post by spacebanana7 »

MangoCoffee wrote: post #451
seydor wrote: post #270

We are way past peak LLM and it shows. They are basically advertise spacing heating as if it's some sort of advancement, while the tech seems to have stagnated, and they re just making the horses faster. The market should have punished this

>We are way past peak LLM and it shows The dot com bubble saw crazy deals and valuations, followed by a crash. some companies emerged from it and went on to be a giant company like Amazon. Let's hope this AI boom have some similar outcomes.

In hindsight, the dot com bubble was really the dot com dip.

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

#586

Post by FirmwareBurner »

epolanski wrote: post #529
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…

> is neither fair nor sustainable That's half what I pay in Italy, I'm sure the richest country in the world will do fine.

>I'm sure the richest country in the world will do fine.

You underestimate how addicted the US is to cheap energy and how wasteful it is at the same time.

Remember how your lifestyle always expands to fill the available resources no matter how good you have it? Well if tomorrow they'd have to pay EU prices, the country would have a war.

When you lived your entire life not caring about the energy bill or about saving energy, it's crippling to suddenly have scale back and be frugal even if that price would still be less than what other countries pay.

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

#587

Post by m101 »

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...

This is called marginal pricing. Everyone pays the price of the marginal producer.

In some cases they try to get the data centres to pay for their infrastructure costs but the argument is that customers don't pay this normally but do so through usage fees over time.

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

#588

Post by Imustaskforhelp »

rapsey wrote: post #561
Imustaskforhelp wrote: post #439

Earlier quoted context omitted.

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.

It isn't even a political bias but rather we can't deny that the economy feels like kissing the ring whether its us buying intel stocks or sort of forcing nvidia to buy some intel stocks and etc.

And I feel like its in a bull market because of AI Hype which was the main comment of the original parent to which you responded I think...

If this AI hype fails to deliver. Literally the magnificient 7 will have a huge loss of money which would then make the stockholders feel less wealthy which will spend less and it would have a drastic impact in the WHOLE economy.

Yes its in a bull market but I feel like I don't want to find out if I am in the peak of a bull market for an AI craze y'know?

And I am not advocating against stocks omg, I am just saying that world stocks are better in current landscape and I doubt if its poisoning my financial decisions.

NO I Don't want all of my saved money to go into an index which is going to be heavily dictated by the future of AI which I and many presume to be a bubble. I would much rather invest in index funds that target the world, heck maybe even index funds that target every country ex usa

My point is that the bubble will burst and then atleast S&P / nasdaq will definitely bleed.

Either we can talk about if you think its a bubble or not, since I am not comfortable investing in a bubbly situation no matter how lucrative it becomes y'know?

What are your thoughts on it?

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

#589

Post by pabs3 »

brendoelfrendo wrote: post #560
pabs3 wrote: post #555

Earlier quoted context omitted.

> 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.

You could in theory supplement it with rooftop solar and batteries, especially if you can get customers who can curtail their energy use easily. Datacentres have a lot of roof space, they could at least reduce their daytime energy costs a bit. I wonder why you don't see many doing solar, do the economics not work out yet?

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

#590

Post by distances »

p1necone wrote: post #509
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?

In the Nordics the waste heat is used for district heating. This practical heat sink really favors northern countries for datacenter builds. In addition you usually get abundant water and lower population density (meaning easier to build renewables that have excess capacity).
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