Скачать или смотреть TITLE"OpenAI Just Cancelled Its Biggest Data CenterAnd NVIDIA Paid $150 Million toStopAMD TakingOver

Bloomberg broke this story last night. Oracle and OpenAI have cancelled the expansion of their flagship Stargate data center in Abilene Texas. The site was supposed to grow from 1.2 gigawatts to 2 gigawatts. The expansion is dead. Four reasons: financing challenges, OpenAI constantly changing its mind, a winter outage that damaged cooling systems and relations, and OpenAI's infrastructure director abruptly quitting. But here is the part Bloomberg buried: within hours, NVIDIA paid a $150 million deposit to the site developer Crusoe to make sure AMD chips do not move in. Then NVIDIA called Mark Zuckerberg. Meta is now in active discussions to lease the site. In this 3-hour breakdown: why Stargate collapsed, NVIDIA's chess move, OpenAI's real cash crisis, Meta's $135 billion ambition, and what all of it means for GTC in 9 days.
⏱ TIMESTAMPS:
0:00 — Cold Open
5:00 — Title Reveal
7:00 — What Stargate Was
20:00 — The 4 Reasons It Collapsed
30:00 — The AI Man Camps
38:00 — NVIDIA's $150M Deposit
52:00 — NVIDIA Calls Zuckerberg
63:00 — Why This Move Is Genius
74:00 — The AMD Threat Is Real
80:00 — OpenAI's Cash Crisis
94:00 — Sam Altman's Fear of Commitment
106:00 — Oracle's Debt Crisis
118:00 — Is Stargate In Trouble?
125:00 — Zuckerberg's $135B Bet
140:00 — Meta vs OpenAI: The AI War
150:00 — What Meta Would Do With The Site
158:00 — What This Means For AI Users
168:00 — GTC In 9 Days
175:00 — Final Verdict
178:30 — Outro

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