shares of nVIDIA falling today coming up yesterday's record high the company announced it's

investing up to one hundred billion dollars in open ai as they race to build the dead data

centers that are crucial to this a boom mackenzie segalis is out of one of those data centers

in abilene texas for today's tech check maxim great reporting here hey courtney so out here

and west texas open a i AI and Oracle are building out what they

called the flagship site for the company's Stargate program, a broader AI

infrastructure effort that is quickly expanding across the U.S.

Now I sat down exclusively with OpenAI CFO Sarah Fryer a short time ago.

She told me that this site behind me already has one data center online

with a second one coming up and that the campus can ultimately scale to a gigawatt plus capacity.

Now to put that in perspective, one gigawatt can power about 750,000 homes in the U.S.

That is roughly the size of Seattle and San Francisco combined.

This is the anchor for a series of new Stargate sites announced just this week.

I also pressed Friar on the money flows behind these projects with Open AI committing

hundreds of billions of dollars and partners like Nvidia, in turn committing money right

back to them.

Now, critics call this a circular economy,

even questioning whether the money is real

or if it risks becoming a house of carts.

Now Sarah, she rejected that framing

that money is just looping back and forth

and says what's happening in the entire ecosystem

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