A landmark partnership @nvidia with @OpenAI to build new gigascale #AI factories using millions of NVIDIA GPUs.
INVESTMENT
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OpenAI and NVIDIA CEOs Announce Historic Partnership on CNBC
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Tune in: The CEOs of @OpenAI and NVIDIA are live on CNBC to discuss our historic partnership.
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NVIDIA OpenAI Partnership Delivers 10 Gigawatts GPU Capacity
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We're proud to announce a landmark partnership with @OpenAI to build new gigascale AI factories using millions of NVIDIA GPUs. This partnership will supply 10 gigawatts of GPUs to fuel @OpenAI
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US Tech Infrastructure as Global Economic and Political Influence
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Sure. That's why US infrastructure as integral to the global economy is so important as projection of influence. What was the essence of the trips of Big Tech and Admin to both the Gulf a few months ago as well as to the UK last week? To sign bumper deals to do exactly that.
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Zuckerberg Willing to Overspend Hundreds of Billions on Superintelligence Race
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Mark Zuckerberg déclare qu’il préfère risquer de « mal dépenser quelques centaines de milliards » plutôt que d’être en retard sur la superintelligence.
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150 Million Dollar Cash Transaction: Major AI Industry Move
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J'en suis convaincu, on va voir. Et puis il y a cette histoire des 150 millions de dollars en cash.
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OpenAI’s Monetizable Compute Capacity and Planning Strategy
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The 'monetisable compute' is a weird concept, from reading the article I think what they mean is extra contingency on capacity that OpenAI might resell. So perhaps that's just more of a quirk of their planning rather than real increase & subsequent decrease of they yellow bar
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Innovation Requires Talent, Policies, and Infrastructure
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Innovation = Talent + Policies + Infrastructure. (Issued in public interest.)
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DGX Spark Downgraded: Poor Value Proposition Analysis
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DGX Spark – Ahmad's Analysis > downgraded to no buy > 2× the cost of a 5090 for ~30% FP4 perf > crippled bandwidth (273 GB/s, worse than a MacBook Pro)
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Funding Announcements Over Product Indicate Company Trajectory Risk
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You can often predict a company's course if their announcements talk more about how much investment they got than their product
— @levelsio (@levelsio) 20 septembre 2025
If I'd raise $50M maybe I'd not even tweet it? Just use it to improve the product and get more users and talk about that
Having $$$ in the bank tells… https://t.co/ClSBH5Q1oxYou can often predict a company's course if their announcements talk more about how much investment they got than their product If I'd raise $50M maybe I'd not even tweet it? Just use it to improve the product and get more users and talk about that Having $$$ in the bank tells