Ils jouent un jeu dangereux : 1. Oracle annonce qu’OpenAI s’est engagé à dépenser 300 milliards de dollars pour du cloud → l’action Oracle bondit de 36 % (meilleure journée depuis 1992). 2. Oracle fonctionne sur des GPU Nvidia → doit acheter des milliards de puces à Nvidia.
INVESTMENT
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Infinite Money Glitch and AI Genie Economics
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Big question is whether the infinite money glitch lasts until the infinite money AI genie arrives …
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AGIALPHA Token Launch on Ethereum Network
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[ 0.ALPHA.NODE.AGI.ETH ] Website : https://
agialpha.com $AGIALPHA #AGIALPHA -
Ellison’s $300B GPU cluster powers OpenAI’s AGI ambitions
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> be me
> Larry Ellison
> own a database empire, a sailboat, and a disdain for poor people > OpenAI wants to build AGI
> needs compute
> *a lot* of compute
> like “$300B GPU cluster in a volcano” levels of compute > "Hello. I own Oracle Cloud. Also, I’m rich."
> sign $300B GPU -
Nvidia’s Strategic AI Investment: Market Thesis and Capital Deployment
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there's also an argument to be made that these are good deals. what would nvidia do with all that free paper money (which would've been a discount), might as well deploy it into the most successful AI company in the market if the thesis is there's still massive upside, while
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Questionable Deal Structures in Overvalued Robotics Startups
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interestingly these scratch-your-back deals have apparently become commonplace. an overvalued robotics company (that everyone's confused as to how they're raising so much) apparently raised a gazillion dollars through similar deal structure
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Nvidia GPU costs and strategic investment in OpenAI
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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
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Anthropic Needs $100B Financing to Compete with OpenAI
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Anthropic must find a way to quickly secure similar deals and financing in the range of $100 billion, otherwise they will not be able to keep up in the long term due to a lack of computing power. Sam Altman is conducting outstanding negotiations and deals for OpenAI, Elon Musk
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AI Adoption in Business: Drivers, Barriers, and Trustworthiness Panel
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What is driving adoption of AI in business? What is stalling it? Is it trustworthy? On September 30, we’re going live with a panel of experts from SAS, Deloitte, and IDC to discuss this, and the data from a new report on the topic. #AIImpactReport Click attend and be sure to
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Federal Reserve Bank of Kansas City Document Shared
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Source: Federal Reserve Bank of Kansas City h/t
@HS_academy23 https://kansascityfed.org/documents/11206/AMRS_Jackson_Hole_Final.pdf
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