This is an I-Heart podcast.

Guaranteed human.

Hello and welcome to this week's better offline monologue.

I'm your host at Zittrona as I wrote while drafting this.

I'm Yao's house.

A line I'm leaving in as I'm being accountable to you, the customer.

Yeah. and being accountable to you, the customer. Anyway, you've heard about the NVIDIA

deal by now, that NVIDIA will, and I put this in air quotes, invest $100 billion in Open AI.

And I want to start out by being explicit that Nvidia is not wired open AI a single goddamn dollar.

All right.

So the deal is that Nvidia is investing $10 billion up front, according to CNBC,

despite the fact that the day before it said that they would be investing $10 billion with the first gig, but

anyway, they're investing $10 billion in a month, allegedly, and I quote here, once the deal

is finalized, which means in simpler terms that nothing's actually been signed, Invideo will then

invest $10 billion in tranches for each gigawatt of capacity that Open AI builds. That's right.

That's right, everyone. Most of this funding is gated behind Open AI, a company that burns billions

of dollars, building huge amounts of data centers, something they have never done.

And that also costs billions of dollars. And just as an aside, Open AI really has built

nothing themselves. Everyone else is building it for them.

These fucking Silicon Valley libertarians, they love themselves in welfare, don't they?

Anyway, how does Open AI afford to build these data centers? I don't know. Nobody else seems to

know. Where are they being built? Who knows? It's unclear. Has the land been purchased? Also unclear.

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