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Would I be too cynical in thinking that the whole thing might fall apart if Nvidia wasn’t subsidizing? 🤔
Would I be too cynical in thinking that the whole thing might fall apart if Nvidia wasn’t subsidizing? 🤔 JUST IN : NVIDIA IN TALKS TO PROVIDE 250 BILLION FINANCIAL BACKSTOP FOR OPENAI DATA CENTER IN O
Would I be too cynical in thinking that the whole thing might fall apart if Nvidia wasn’t subsidizing? 🤔 JUST IN : NVIDIA IN TALKS TO PROVIDE 250 BILLION FINANCIAL BACKSTOP FOR OPENAI DATA CENTER IN OHIO NVIDIA WOULD GUARANTEE FINANCING FOR DATA CENTER THAT COULD COST SOME 500 BILLION IN TOTAL PER WSJ
Related
- Sources: Nvidia is in talks to provide a ~$250B backstop for OpenAI as part of a 10 GW data center project that SoftBank is developing in Ohio (Wall Street Journal)
- Sources: OpenAI is in advanced talks to lease a proposed 10GW data center campus in Ohio as part of a deal that could include financial backing from Nvidia (Anissa Gardizy/The Information)
- AI debt financing is on an insane trajectory, per @SemiAnalysis_:
- OpenAI is in deep, deep trouble They are low on capital relative to the massive cash they are burning and there is only so much capital in t…
- I'll never forget @GaryMarcus' comment at last autumn's @MediaTechDem conference in MTL - something to the effect of 'what if Nvidia are jus…
Source: Gary Marcus (X) | 2026-07-27