OpenAI has committed to spending $1.15 trillion (updated to $1.4 trillion) on hardware & cloud infrastructure between 2025 & 2035. OpenAI announced they would hit $100B in 2027 which is earlier than expected. OpenAI expects to have a $20 billion per year revenue run rate at the end of this year (2025). If OpenAI hits …
AMD Helios rack-scale solution. These are liquid-cooled, 72-GPU racks powering AMD Instinct MI450 Series GPUs, AMD EPYC CPUs (Venice) and do feature integrated UALoE scale-up connectivity. Oracle buying 50K MI450 for 2026. Is that about $2 billion. The AMD Helios is a next-generation, open-standard, rack-scale AI infrastructure platform designed for large-scale AI training, inference, and …
Amazon shows how capex-heavy bets can terrify investors yet compound into fortunes. From 1997–2003, Amazon had over $5 billion in cumulative losses amid relentless infrastructure spends—warehouses, servers, logistics—totaling ~$10B adjusted, or 5–6x annual revenues at peaks. In 1999, Amazon’s market cap was approximately $25.7 billion, fell as low as $3.6 billion in 2001 and got …
Nvidia’s $100 billion commitment to OpenAI over a few years is one of several circular deals Nvidia is making. Upstream chip sales fuel downstream infrastructure bets, creating a self-reinforcing loop that has propelled Nvidia’s market cap to $4.6 trillion. Nvidia Q2 operating cash flow hit $15.4 billion and a growing $56.8 billion war chest. Projections …
Oracle has crushed it and is up about 26% in after hours. They are guiding that they will make huge profits from AI data centers. They have also somewhat quietly tripled their value over the last few years by becoming a major cloud player. Other ways to ride the AI data center wave are Dell …
On January 21, 2025, President Trump, Softbank, OpenAI, Oracle and MGX announced details of the Stargate project, with an initial commitment of $100 billion and plans to invest up to $500 billion over the next four years. Oracle’s Larry Ellison, SoftBank CEO Masayoshi Son, and OpenAI Sam Altman were present to jointly announce the formation …