Oracle plans a $40 billion investment in Nvidia's advanced GPUs to boost OpenAI's capabilities, utilizing the first US Stargate datacenter in Abilene, Texas. The investment will fund approximately 400,000 Nvidia GB200 superchips, generating massive compute power. However, concerns arise regarding the power supply for the facility, with estimates suggesting that only a fraction of the required capacity will be available initially. As the datacenter expands and additional power sources are brought online, Oracle aims to lease the facility for 15 years to maximize its investment in GPU technology.
Oracle's significant investment in Nvidia's cutting-edge GPUs aims to bolster OpenAI's compute capabilities, assuming power supply at the new Texas datacenter can support the load.
The report suggests Oracle will obtain around 400,000 Nvidia GB200 superchips, potentially delivering 16 zettaFLOPs of compute power, raising questions about the facility's power supply.
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