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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

#91

Post by mrb »

iamgopal wrote: post #35
ddtaylor wrote: post #4

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 ?

Bitcoin mining consumes about 25 GW: https://ccaf.io/cbnsi/cbeci so this single deal amounts to about 40% of that.

To be clear, I am comparing power consumption only. In terms of mining power, all these GPUs could only mine a negligible fraction of what all specialized Bitcoin ASIC mine.

Edit: some math I did out of sheer curiosity: a modern top-of-the-line GPU would mine BTC at about 10 Ghash/s (I don't think anyone tried but I wrote GPU mining software back in the day, and that is my estimate). Nvidia is on track to sell 50 million GPUs in 2025. If they were all mining, their combined compute power would be 500 Phash/s, which is 0.05% of Bitcoin's global mining capacity.

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

#92

Post by jsnell »

zozbot234 wrote: post #32
gmm1990 wrote: post #5

Strange unit of measurement. Who would find that more useful than expected compute or even just the number of chips.

It's a very useful reference point actually because once you hit 1.21 GW the AI model begins to learn at a geometric rate and we finally get to real AGI. Last I've heard this was rumored as a prediction for AI 2027, so we're almost there already.

1.21GW is an absurd level of precision for this kind of prediction.

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

#93

Post by samtp »

jonfromsf wrote: post #78
ecshafer wrote: post #56

Earlier quoted context omitted.

[flagged]

Environmentalists are just against progress. A few desert species going extinct is not a big deal. It's an arid wasteland. When we eventually terraform it (with desalinated water from solar / fusion) those species are going to die out anyway.

> Environmentalists are just against progress

Just pure anti-life on earth talk

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

#94

Post by rzerowan »

fufxufxutc wrote: post #24

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.

Its the same loop de loop NVIDIA is doing with Coreweave as i understand.'Investing' in coreweave which then 'buys' NVIDIA merch for cloud rental , resulting in Coreweave being the top 4 customers of NVIDIA chips.

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

#95

Post by isoprophlex »

gmm1990 wrote: post #5

Strange unit of measurement. Who would find that more useful than expected compute or even just the number of chips.

If a card costs x money, and operating it every year/whatever costs y money in electricity, and y >> x, it makes sense to mostly talk about the amount of electricity you are burning.

Because if some card with more FLOPS comes available, and the market will buy all your FLOPS regardless, you just swap it in at constant y / for no appreciable change in how much you're spending to operate.

(I have no idea if y is actually much larger than x)

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

#96

Post by [deleted] »

klysm wrote: post #36
fufxufxutc wrote: post #24

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.

Is it counting revenue multiple times? It's buying your own products really, but not sure how that counts as double counting revenue

[deleted]

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

#97

Post by Aurornis »

rsstack wrote: post #46
klysm wrote: post #36

Earlier quoted context omitted.

Is it counting revenue multiple times? It's buying your own products really, but not sure how that counts as double counting revenue

Customer A pays you $100 for goods that cost you $10. You invest $100-$10=$90 in customer B so that they'll pay you $90 for goods that cost you $9. Your reported revenue is now $100+$90=$190, but the only money that entered the system is the original $100.

Yes, but you’ve also incurred a $90 expense in purchasing the stock of Company B and that stock is on the balance sheet.

In the actual shady version of this, Company B isn’t the hottest AI investment around, it’s a shell company created by your brother’s cousin that isn’t actually worth what you’re claiming on the balance sheet because it was only created for the round tripping shell game.

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

#98

Post by alephnerd »

boringg wrote: post #85
alephnerd wrote: post #81

Earlier quoted context omitted.

This absolutely feels like the Telco Bubble 2.0, and I've mentioned this on HN as well a couple times [0] [0] - https://news.ycombinator.com/item?id=44069086

For sure a great infrastructure build out -- lets hope the leftover are better energy infrastructure so that whatever comes next in 7 years after the flame out has some great stuff to build on (similar to telco bubble 1.0) and less damaging to planet earth in the long arc.

Yep. The Telco Bust 1.0 along with the Dotcom Bust is what enabled the cloud computing boom, the SaaS boom, and the e-commerce boom by the early-mid 2010s.

I think the eventual AI bust will lead to the same thing, as the costs for developing a domain-specific model have cratered over the past couple years.

AI/ML (and the infra around it) is overvalued at their current multiples, but the value created it real, and as the market grows to understand the limitations but also the opportunities, a more realistic and permanent boo' will occur.

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

#99

Post by leptons »

delfinom wrote: post #62
catigula wrote: post #48

Earlier quoted context omitted.

Consumer electric grids.

Yep. Consumers are screwed and $500/month electric bills are coming for the average consumer within a year or two. We do not have the electricity available for this.

I'm pretty average, living in a small home, and my electric bill is already >$500/mo in the summer, and that's with the A/C set at 76F during the day.
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