“OpenAI Shows Us The Money” by Zvi
Description
They also show us the chips, and the data centers.
It is quite a large amount of money, and chips, and some very large data centers.
Nvidia Invests Up To $100 Billion In OpenAI
Nvidia to invest ‘as much as’ $100 billion (in cash) into OpenAI to support new data centers, with $10 billion in the first stage, on the heels of investing $5 billion into Intel.
Ian King and Shirin Ghaffary (Bloomberg): According to Huang, the project will encompass as many as 5 million of Nvidia's chips, a number that's equal to what the company will ship in total this year.
OpenAI: NVIDIA and OpenAI today announced a letter of intent for a landmark strategic partnership to deploy at least 10 gigawatts of NVIDIA systems for OpenAI's next-generation AI infrastructure to train and run its next generation of models on the path to [...]
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Outline:
(00:31 ) Nvidia Invests Up To $100 Billion In OpenAI
(02:10 ) OpenAI's Stargate Program Announces New Sites And Big Spending
(03:26 ) Very Large Training Runs Are Coming
(08:43 ) Nvidia Does Not Have Too Much Money
(10:47 ) Nvidia And The Circular Balance Sheet Trick
(14:22 ) Partnership Potentially Preempts Policy Preferences
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First published:
September 24th, 2025
Source:
https://www.lesswrong.com/posts/DaWetmmcYGotaxAEJ/openai-shows-us-the-money
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Narrated by TYPE III AUDIO.
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