#459 – DeepSeek, China, OpenAI, NVIDIA, xAI, TSMC, Stargate, and AI Megaclusters

17995.229 - 18019.753 Nathan Lambert

And then likewise, if you fill out that entire 1.8 gigawatts with the next two generations of NVIDIA's chips, GB200, GB300, VR200, and you fill it out completely, that ends up being roughly $50 billion server cost. Plus there's data center costs, plus maintenance costs, plus operation costs, plus all these things. And that's where OpenAI gets to their $100 billion announcement that they had.