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NvidiaNvidia(US:NVDA) s4mmy·2025-09-23 07:36

RT s4mmy (@S4mmyEth)ICYMI: NVIDIA + OpenAI reveal $100bn strategic partnership to deploy 10GW of GPU infra.This is ∼2x Portugal’s entire annual electricity consumption.This builds on the existing $500bn Stargate agreement with SoftBank.That’s not all today:1) Oracle is in talks with Meta over $20b AI deal, and;2) xAI raises $10b at $200b valuation.GPUs and power are going to be the biggest bottlenecks for AI development.It’s no wonder that Big Tech is throwing eye watering sums of money at the problem.This ...