TLDR AI · DEEP DIVES & ANALYSIS

OPENAI SHOWS US THE MONEY

thezvi.substack.com15 min read

Summary from the TLDR AI newsletter

Nvidia will invest as much as $100 billion in cash into OpenAI to support new data centers. As long as OpenAI depends on Nvidia, it may be reluctant to speak about AI risk, as it may endanger its chip allocations. While Nvidia wants to make and sell as many chips as possible to the widest variety of customers, OpenAI has a strong interest in the US beating China across the board and keeping things under control. Nvidia may do better short-term by selling to China, but this will hurt other investments, and long-term, the model of compute-intensive, top-quality closed models is better for it anyway.