Feb. 4 at 3:28 AM
$CRWV $MSFT $NVDA $ORCL
All this talk about Nvidia backing away from the
$100 billion infrastructure deal with OpenAI, that infrastructure deal is SPECIFICALLY an option for Nvidia to invest
$10 billlion for each 1gw of compute.
This funding round isn’t part of that infrastructure agreement, so I think this
$20 billion is actually in addition to it.
Again, that
$100 billion infrastructure agreement comes as an OPTION for Nvidia to invest into OpenAI, it was never a commitment. Every time Nvidia clarifies this the tabloids spam that Nvidia is backing away and that just isn’t true.
