NVIDIA’s $100B and OpenAI’s data center plans

Gavin explains NVIDIA’s funding structure and Sam Altman’s vision for massive compute needs and the 10 GW buildout.

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AI science advances are FINALLY happening while OpenAI’s Sam Altman & NVIDIA’s Jensen Huang send billions back and forth. If $100 billion is a drop in the well, how much do they need? Plus, ChatGPT is causing divorces, new AI video models Kling 2.5 Turbo & Wan 2.5, Suno drops v5 & Gavin drops the fact that he’s not *loving* Kevin’s mustache. Oh & we’re getting ready for the launch of AndThen, our new start up! Sign up now in the link below.

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// Show Links //

AI Psychedelics Are Here

https://www.wired.com/story/a-startup-used-ai-to-make-a-psychedelic-without-the-trip/

Nvidia to Invest 100b In OpenAI (a lot of which will be spent on Nvidia chips)

https://www.cnbc.com/2025/09/22/nvidia-openai-data-center.html

“A Hundred Billion Is A Small Dent In It” Sam on CNBC