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Nvidia GPU costs and strategic investment in OpenAI

10GW is about $340B of nvidia h100 at $30k/gpu (assuming 20% of power for non-gpus). if openai got a 30% volume discount, they'd pay nvidia $230b probably. so instead, maybe openai pays nvidia full price and nvidia invests the excess $100B into openai stock (just throwing

→ View original post on X — @soumithchintala,

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