POPA ReconNVIDIA Jensen Huang grabs power and land beyond GPU
NVIDIA Jensen Huang grabs power and land beyond GPU Jensen Huang chose LPS as the next bottleneck for AI factories. Land·Power·Shell, simply put, data center land·power·building NVIDIA has secured SB Energy and PORTS-Pike, Ohio, and OpenAI plans to build and operate a 4.25GW AI factory. Approximately 1.5 million GPUs per system generation, NVIDIA revenue opportunity estimated at $150 billion to $200 billion Including additional expansion, OpenAI's NVIDIA compute plan is 12 to 16 GW, worth about $600 billion by 2030. Go to original article
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