/
Navigation
Chronicles
Browse all articles
Explore
Semantic exploration
Research
Entity momentum
Nexus
Correlations & relationships
Story Arc
Topic evolution
Drift Map
Semantic trajectory animation
Posts
Analysis & commentary
Pulse API
Tech news intelligence API
Browse
Entities
Companies, people, products, technologies
Domains
Browse by publication source
Handles
Browse by social media handle
Detection
Concept Search
Semantic similarity search
High Impact Stories
Top coverage by position
Sentiment Analysis
Positive/negative coverage
Anomaly Detection
Unusual coverage patterns
Analysis
Rivalry Report
Compare two entities head-to-head
Semantic Pivots
Narrative discontinuities
Crisis Response
Event recovery patterns
Connected
Search: /
Command: ⌘K
Embeddings: large
TEXXR

Chronicles

The story behind the story

days · browse · Enter similar · o open

Jensen Huang says the 10 GW OpenAI project is equivalent to 4M-5M GPUs; the first phase is expected to come online in H2 2026 using Nvidia's Vera Rubin platform

The manufacturer of the chips is investing in the purchaser of the chips to help them continue to purchase more chips. Forums: r/CryptoCurrency : Nvidia plans to invest up to $100 billion in OpenAI r/NVDA_Stock : Nvidia plans to invest up to $100 billion in OpenAI as part of data center buildout r/wallstreetbets : Nvidia plans to Invest up to $100 Billion in OpenAI

CNBC Kif Leswing

Discussion

  • @aschilling Andreas Schilling on x
    That about 40,000 Vera Rubin NVL144 racks that will be deployed. But it depends on how much NVL144 CPX and Rubin CPX is in the mix here.
  • @benbajarin Ben Bajarin on x
    Have to assume cost per rack rises as well from $4m a GB rack to maybe $5-$6m per VR rack? Meaning this deal, over its time frame is >$200b. $NVDA is also investing $100B in OpenAI to “support this deployment.”
  • @puckthepilot @puckthepilot on bluesky
    Talk about a self licking ice cream cone.  —  The manufacturer of the chips is investing in the purchaser of the chips to help them continue to purchase more chips.
  • r/CryptoCurrency r on reddit
    Nvidia plans to invest up to $100 billion in OpenAI
  • r/NVDA_Stock r on reddit
    Nvidia plans to invest up to $100 billion in OpenAI as part of data center buildout
  • r/wallstreetbets r on reddit
    Nvidia plans to Invest up to $100 Billion in OpenAI