Tech Brew Ride Home Ouroboros All The Way Down?
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Sep 23, 2025 Nvidia's jaw-dropping $100 billion partnership with OpenAI sparks discussions about the future of AI. Giant simulation farms are mysteriously surfacing around NYC, raising eyebrows. In a surprising twist, Google introduces Gemini Live to enhance gaming experiences with real-time coaching. Meanwhile, a new term, "workslop," highlights the pitfalls of AI as it may be unintentionally lowering productivity. There's a lot to unpack in the intersection of technology and entertainment!
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NVIDIA's $100B Bet Locks In Compute Demand
- NVIDIA will progressively invest up to $100B as it deploys at least 10 gigawatts of systems for OpenAI.
- The deal ties massive capital to compute rollout, aligning vendor incentives and locking in long-term demand.
Altman And Huang Negotiated Directly
- Sam Altman and Jensen Huang negotiated largely through virtual talks and one-on-one meetings without bankers, per CNBC sources.
- The initial $10B tranche is locked at a $500B valuation and expected to close soon, insiders said.
OpenAI Diversifies Its Compute Ecosystem
- OpenAI is diversifying compute partners after Microsoft lost exclusivity, including Oracle and its own data centers under Stargate.
- That reduces vendor lock-in risk but increases complexity across partner relationships.