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OpenAI's partnership with NVIDIA involves a $100 billion investment aimed at expanding compute capacity.

NVIDIA's partnership with OpenAI involves investing $100 billion over time, potentially generating $400 billion in revenue for NVIDIA.

Sam Altman, CEO of OpenAI, has expressed ambitions to build 250 gigawatts of compute capacity by 2033, which would cost upwards of $10 trillion. However, this number is considered unrealistic and fabricated.

The current AI investment is staggering, with projections indicating spending equivalent to an Apollo program every 10 months. This includes $400 billion by major tech companies this year alone.

The partnership between NVIDIA and OpenAI involves a $100 billion investment to build AI infrastructure, potentially generating $400 billion in revenue for NVIDIA.

NVIDIA's partnership with OpenAI involves a $100 billion investment, potentially generating $400 billion in revenue for NVIDIA.

OpenAI has struck a multi-billion dollar deal with AMD, securing 6 gigawatts of compute capacity to power its AI data centers. In exchange, OpenAI could secure up to a 10% stake in AMD if it meets certain deployment milestones.

The AI money bubble is a significant concern, with over a trillion dollars of incremental CapEx being announced, such as the recent OpenAI and Broadcom deal. This level of capital expenditure raises red flags about how it's being financed.

OpenAI's cash burn is estimated at $115 billion through 2029. That's an unbelievable amount of money!

The recent OpenAI-Broadcom deal is valued at approximately $350 billion, or $88 billion per year, based on the estimation that one gigawatt of chips equals about $35 billion. This deal adds to OpenAI's existing commitments with AMD, Nvidia, CoreWeave, and Oracle, totaling around $880 billion.