Скачать или смотреть Inside the $100B NVIDIA OpenAI Pact 10 GW, 4M GPUs and the New AI Economics

NVIDIA is set to invest up to $100 billion into OpenAI tied to a 10 gigawatt AI supercomputing buildout. This episode breaks down what the tranche structure means for financing, the engineering challenges of building multi gigawatt clusters, the platform strategy behind Vera Rubin systems, and the market implications for chips clouds and model economics. If you want to understand why compute is now the strategic high ground in AI this episode is for you.

Key topics covered
Deal architecture and staged financing tied to gigawatt milestones
Engineering scale and power siting for 10 GW of AI compute
NVIDIA platform strategy supply chain and cloud implications
Model economics unit costs for training and inference
Policy energy and environmental risks

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