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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

#611

Post by Saline9515 »

FooBarWidget wrote: post #596
Saline9515 wrote: post #582

Earlier quoted context omitted.

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…

You think they don't know that too? You can bet they're investing heavily in grid-level storage too.

I was commenting the initial number announcement. And storage at this scale right now doesn't exist. The most common way, water reservoirs, requires hard-to-find sites that are typically in the Himalaya, so far away from the production place. And the environmental cost isn't pretty either.

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

#613

Post by tptacek »

cubefox wrote: post #496
jcranmer wrote: post #473

Earlier quoted context omitted.

> There is no credible indication that AI in general is a bubble, even if not all investments will make sense in retrospect. If you add up all of the contracts that OpenAI is signing, it's buying something like $1 trillion/year worth of compute. To merely break even, it would have to make more money than literally every other company on the planet, fairly close to twice the current highest revenue company (Walmart, a…

They are aiming at being the first to develop an AGI and eventually superintelligence. Something that can replace human workers. Walmart is small fish in comparison. OpenAI is currently in the lead, so their chances are decent.

This is an argument that OpenAI needs to achieve a supernatural outcome in order to be a financial success.

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

#614

Post by AlecSchueler »

thorncorona wrote: post #415
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?

We deplete our midwestern aquifers to make ethanol which we burn, and we grow almonds in California. Both of those have significantly more water impact. Both of those are significantly less useful. Why not focus on issues that matter.

Why either/or? This is largely a tech forum so almond crops don't need to be the big area of focus or where we as a community can offer our best knowledge/coordination.

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

#615

Post by onlyrealcuzzo »

dns_snek wrote: post #180
onlyrealcuzzo wrote: post #140

Earlier quoted context omitted.

I dunno. Google is pretty useful. It uses >15 TWh per year. Theoretically, AI could be more useful than that. Theoretically, in the future, it could be the same amount of useful (or much more) with substantially less power usage. It could be a short-term crunch to pull-forward (slightly) AI advancements. Additionally, I'm extremely skeptical they'll actually turn on this many chips using that much energy globally in…

According to Google's latest environmental report[1] that number was 30 TWh per year in 2024, but as far as I can tell that's their total consumption of their datacenters, which would include everything from Google Search, to Gmail, Youtube, to every Google Cloud customer. Is it broken down by product somewhere? 30 TWh per year is equivalent to an average power consumption of 3.4 GW for everything Google does. This p…

Data centers typically use 60% (or less) on average of their max rating.

You over-provision so that you (almost) always have enough compute to meet your customers needs (even at planet scale, your demand is bursty), you're always doing maintenance on some section, spinning up new hardware and turning down old hardware.

So, apples to apples, this would likely not even be 2x at 30TWh for Google.

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

#616

Post by 34679 »

thorncorona wrote: post #415
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?

We deplete our midwestern aquifers to make ethanol which we burn, and we grow almonds in California. Both of those have significantly more water impact. Both of those are significantly less useful. Why not focus on issues that matter.

Food and fuel are significantly more useful than chatbots.

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

#617

Post by port11 »

modo_mario wrote: post #593
epolanski wrote: post #529

Earlier quoted context omitted.

> 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.

Here in Belgium a stupid amount of that bill is hidden taxes. i kind of assume it's similar in Italy.

And the substantial increase in profits for all providers, which isn't comparable to that of our neighbours. Our disposable income in Belgium really exists to subsidise energy companies, supermarkets, and a pathetic housing market.

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

#618

Post by apercu »

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 had my highest power bill last month in 4 years, in a month that was unseasonably cool so no AC for most of the month. Why are we as citizens without equity in these businesses subsidizing the capital class?

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

#619

Post by radium3d »

mirekrusin wrote: post #564
radium3d wrote: post #236

Earlier quoted context omitted.

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?

Gemini isn’t the best though, I’ve found it not nearly as good as grok

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

#620

Post by ETH_start »

happosai wrote: post #319
HarHarVeryFunny wrote: post #272

Earlier quoted context omitted.

A big power station of any type is ~1GW. Nuclear is slow to build, so I'd have to guess natural gas.

It should be illegal to build that much fossil fuel powerplants to just train LLMs. The platant disregard of global warming by AI investors is truly repulsive.

Keep in mind that the industrial processes that consume fossil fuel also contribute to quality of life in various ways. Improvements in emergency response and early detection infrastructure alone have resulted in deaths from extreme weather events reaching record low levels. Poverty as a whole has seen record-breaking decreases over the last 30 years.

So there are other factors to weigh besides how much contributes to CO2 emissions.

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