LessWrong posts by zvi
LessWrong posts by zvi
zvi
“OpenAI Shows Us The Money” by Zvi
17 minutes Posted Sep 24, 2025 at 3:31 pm.
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 [...] ---Outline:
Nvidia Invests Up To $100 Billion In OpenAI
OpenAI's Stargate Program Announces New Sites And Big Spending
Very Large Training Runs Are Coming
Nvidia Does Not Have Too Much Money
Nvidia And The Circular Balance Sheet Trick
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Show notes
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 [...] ---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 ---
First published:
September 24th, 2025
Source:
https://www.lesswrong.com/posts/DaWetmmcYGotaxAEJ/openai-shows-us-the-money
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