Slo-Tech - Nvidia in OpenAI boste zelo tesno sodelovala, sta podjetji sporočili danes. V dvojnem dogovoru sta se sporazumeli, da bo OpenAI od Nvidie kupil za vsaj 10 GW čipov za uporabo v podatkovnih centrih, medtem pa bo Nvidia v podjetje vložila 100 milijard dolarjev. To je znesek, ki zasenči Microsoftovo 13-milijardno investicijo, ki mu že dolgo zagotavlja poseben odnos z OpenAI.
Prve čipe bo Nvidia dobavila v drugi polletju prihodnje leto, ko bodo tržili platformo Vera Rubin. Takrat bodo dobavili za prvi gigavat čipov, kakor jih je moderno meriti v dobi umetne inteligence. Poraba 10 GW ustreza približno 4000-5000 Nvidijinim karticam. Nvidia bo v zameno za 100 milijard dolarjev dobila prednostne delnice, ki ne bodo imele glasovalnih pravic, temveč bodo zgolj izplačevale dividende. Pred tem se mora še uspešno razplesti sodni postopek, v katerem OpenAI zahteva pravico, da se preoblikuje v profitno podjetje. Trenutna oblika je namreč zapleteni konglomerat neprofitnih in profitnih entitet.
Spomnimo, da ima OpenAI že pogodbo z Microsoftom, hkrati pa v okviru Stragata sodelujejo še z Oraclom in Softbankom. A nobeno od teh razmerij ne bo ekskluzivno, temveč želijo ustvariti čim več povezav. Sam Altman je potrdil, da bodo vse te napovedi ostale relevantne, Nvdijini podatkovni centri pa bodo zgolj dodatek.
Ko se sprašuješ kako deluje balonček... Nividia investira 100 mijard$ v open Ia, ta pa se zaveže da kupi za 100 mi jard $ nvidia kartic.
Lol se Hutiji delajo Facpalm USA:
A Navy fighter jet fell overboard Monday when the USS Harry S. Truman
aircraft carrier veered to avoid fire from the Houthis
Lol se Hutiji delajo Facpalm USA:
A Navy fighter jet fell overboard Monday when the USS Harry S. Truman
aircraft carrier veered to avoid fire from the Houthis
AMD in OpenAI tudi. FireSnake, imaš še kaj AMD delnic?
Sam Altman: "GPUs! I need more GPUs!!" Lisa Su: "You know we're not Nvidia, right?" Sam: "Yeah, but Jensen won't text me back." Lisa: "Buy 6 GW worth, and I'll give you 10% of AMD stocks." Sam: "So... I pay you, then you pay me?" Lisa: "Welcome to 2025 economics." Sam: "Deal."
P200 MMX, 32mb ram, 2gb HDD, s3 virge 2mb, 14" CRT 640x480
New Sphincter Kvartet:
Roko Spestner, Namaž Zlevčar, Daje Heading, Maraje Spetan
Teh podobnih zgodb je zadnje tri mesece vedno več...
So let's get this straight: OpenAI is now taking a 10% stake in AMD, while Nvidia is investing $100 billion in OpenAI; and OpenAI also counts Microsoft as one of its major shareholders, but Microsoft is also a major customer of AI cloud computing company CoreWeave, which is another company in which Nvidia holds a significant equity stake; and by the way, Microsoft accounted for almost 20% of Nvidia's revenue on an annualized basis, as of Nvidia's 2025 fiscal fourth quarter. In less than three years, OpenAI has gone from a parlor game to a pillar of the global economy.
Ps: pustimo težo teh velikanov na Borzi...
Lol se Hutiji delajo Facpalm USA:
A Navy fighter jet fell overboard Monday when the USS Harry S. Truman
aircraft carrier veered to avoid fire from the Houthis
