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Feels like we're living through a Michael Lewis book. OpenAI estimate that it takes around $50bn to stand up a 1GW datacenter. This deal is 6GW worth of chips.
by OtherShrezzing 1y ago
Feels like we're living through a Michael Lewis book.
OpenAI estimate that it takes around $50bn to stand up a 1GW datacenter. This deal is 6GW worth of chips. Their projected revenues out to YE-2029 are $300bn. OpenAI will spend a decades worth of revenues building & filling the datacenters to house these chips, before accounting for their AI research, training, or inference spend.
- jcranmer 1y agoDon't forget that OpenAI also has a similarly-massive deal with Oracle and another one with Nvidia. And its own Stargate initiative. And probably a couple more massive contracts with neoclouds to use more stuff. Like best possible scenario is OpenAI merely optioning from literally everybody because they don't think they have a shot at getting any capacity otherwise. There is just no possible way that they can actually afford all of the buildouts. For that matter, there's not even any possible way for all of these buildouts to actually be completed.
- alwahi 1y agoif you buy all the chips, no one else can build agi. sama probably
- TheAlchemist 1y ago"Feels like we're living through a Michael Lewis book." We definitely are ! The BIG question is - what chapter are we in ?
- amir734jj 1y agoSorry, dumb question. Which book? I am curious about the book :)
- OtherShrezzing 1y agoMichael Lewis has written a bunch of books about financial crises and their origins. He wrote The Big Short for example. If you’re into tech & startups, he wrote Going Infinite about FTX, and Flash Boys about high frequency trading.