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What does this mean? "To support the partnership, NVIDIA intends to invest up to $100 billion in OpenAI progressively as each gigawatt is deployed."
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?
Consumer electric grids.
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.
https://www.cnbc.com/2025/09/17/ai-startup-nscale-from-uk-is...
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Nvidia is buying their own chips and counting it as a sale. In exchange they’re maybe getting OpenAI stock that will be worth more in the future. Normally this would count as illegally cooking the books I think but if the OpenAI investment pays off no one will care.
What if it doesn't?
Can we get some laws to force these companies to start subsidizing the consumer grids they're pummeling? The electric bills are getting out of hand.
What will happen if/when the AI bubble pops and there is far more grid capacity than demand? Power plant bailouts?
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Nvidia is buying their own chips and counting it as a sale. In exchange they’re maybe getting OpenAI stock that will be worth more in the future. Normally this would count as illegally cooking the books I think but if the OpenAI investment pays off no one will care.
What if it doesn't?
For someone who doesn't know what a gigawat worth of Nvidia systems is, how many high-end H100 or whatever does this get you? My estimates along with some poor-grade GPT research leads me to think it could be nearly 10 million? That does seem insane.
and How much is that in terms of percentage of bitcoin network capacity ?
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Build this thing in the middle of the desert and you would need around 100 sq mile of solar panels + a fuck load of batteries for it to be energy independent. The solar farm would be around $10 billion which is probably far less than the gpus cost
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> Strategic partnership enables OpenAI to build and deploy at least 10 gigawatts of AI datacenters with NVIDIA systems representing millions of GPUs I know watts but I really can’t quantify this. How much of Nvidia is there in the amount of servers that consume 10GW? Do they all use the same chip? What if there is newer chip that consumes less, does the deal imply more servers? Did GPT write this post?
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Build this thing in the middle of the desert and you would need around 100 sq mile of solar panels + a fuck load of batteries for it to be energy independent. The solar farm would be around $10 billion which is probably far less than the gpus cost
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