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A quick breakdown of ballpark numbers for a 100k H100 GPU datacenter, covering GPU costs (~$3B), full datacenter build (~$5B), power consumption (~0.2GW), and annual energy costs (~$50M).
OpenAI and NVIDIA announced a landmark strategic partnership to deploy at least 10 gigawatts of NVIDIA AI systems, with NVIDIA investing up to $100 billion as infrastructure is deployed starting in late 2026 using the Vera Rubin platform.
OpenAI and Oracle announced a partnership to develop 4.5 gigawatts of additional Stargate data center capacity in the U.S., bringing total Stargate infrastructure to over 5 gigawatts and supporting OpenAI's $500 billion investment commitment. The project is expected to create over 100,000 jobs and represents a major milestone in advancing U.S. AI infrastructure leadership.
OpenAI releases an analysis demonstrating that compute used in largest AI training runs has grown exponentially at a 3.4-month doubling time since 2012, representing a 300,000x increase and vastly outpacing Moore's Law. The analysis suggests this trend will likely continue and calls for increased academic AI research funding to address rising computational costs.