I don't believe that Stargate is "yesterday's data center". It's being built in multiple phases and Oracle has access to Nvidia's roadmap. They know 200 kW/rack is coming. The newer phases could easily be built out to support Rubin and Feynman.

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HolyLampshade an hour ago | parent | next [-]

200 kW/rack is absolutely insane to me. The power consumption of these facilities is just...ridiculous.

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ineedasername 20 minutes ago | parent | next [-]

With respect to consumption, it’s pretty efficient vs older traditional servers, though I know workloads like that aren’t completely fungible. Nonetheless is bears keeping in mind that a single GB200 NVL72 rack provides 1.4 ExaFLOPS of AI compute (at FP4 precision, ideal circumstances, but this is envelope math all around). So it’s power efficient, for what it is.

	▲	HolyLampshade 5 minutes ago \| parent [-]
		Oh, I have no doubt it is functionally efficient. I'm just amazed given the system deployments I've been party to, and the tiny amount of per rack energy usage comparatively speaking given the functionality of those systems. Like, what in the good god damn are we using all this energy for?

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Bombthecat an hour ago | parent | prev [-]

Since you and me and everyone else will foot the elecricy bill. Energy consumption or efficiency is not a concern.

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harry8 2 hours ago | parent | prev [-]

So what's the theory that goes with this about why cnbc are reporting that openai are walking because they want newer nvidia hardware? CNBC are clueleess? People at openai are lying to cnbc? cnbc are fabricating stories while drunk?

There has to be some theory to explain the story to be consistent with this comment.

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wmf 2 hours ago | parent | next [-]

Something is probably happening but I don't know what it is. Maybe this is really a negotiation over price.

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cyanydeez an hour ago | parent | prev | next [-]

OpenAI is a unreliable narrator as long as Sam is in charge. Full stop. EM_DASH.

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reilly3000 an hour ago | parent [-]

Yes and CNBC is comically rife with payola content. I just want to know who’s buying.

	▲	tiahura 6 minutes ago \| parent [-]
		Diedra is a solid reporter with pretty good access and understanding.

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collabs 2 hours ago | parent | prev | next [-]

I agree with you more than I agree with the parent comment.

To use the hit HBO TV show silicon valley analogy, it is far more likely that "the bear is sticky with honey" will happen at Oracle than at Open AI. Some kind of game of telephone gone wrong at some point and now the people responsible at Oracle must double down in order to kick the can to the next quarter and not appear clueless.

Statutory disclaimer: I am not affiliated with either Open AI or Oracle and have no insider information. All of this is mere conjecture and has no basis in reality.

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leptons an hour ago | parent | prev | next [-]

>cnbc are fabricating stories while drunk?

Don't forget the possibility that it's AI slop.

	▲	tiahura 5 minutes ago \| parent [-]
		Diedra Bosa is a good journalist.

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TacticalCoder 2 hours ago | parent | prev [-]

> CNBC are clueleess?

That sounds about right.

> People at openai are lying to cnbc?

Remove "to cnbc" and that's a yes.

> cnbc are fabricating stories while drunk?

Maybe not drunk but likely high.