And btw, This still won’t be enough power for AI. I think we see a huge rise in value in nuclear and alt energy cos Maybe near end of cycle I’ll look at this again. We literally need nuclear power to make ai capacity sustainable
NIK
NIK22.7. klo 18.48
BREAKING: ORACLE OFFICIALLY AGREED TO SUPPLY OPENAI WITH 2 MILLION AI CHIPS OpenAI’s new data center plans: > 4.5 GW of compute > new deal will cost openai $30B/year > BTW softbank not involved anymore lol > “SoftBank isn’t financing any of the capacity” >“SoftBank hit snags in financing talks in january” LMAO... we're so back
1,11K