Re:OpenAI and Nvidia Announce Partnership to Deploy 10GW of ...
by mgh95 on Monday September 22, 2025 @03:29PM
(#45338331)
I think it's possible we are in datacenter GPU overcapacity already, and NVIDIA is burning its stock to avoid the music stopping.
It's already happening in China that datacenters are at GPU overcapacity. I wouldn't be surprised if it occurs here.
I'm also pretty skeptical, and could imagine this whole thing blowing up, but it's not like this a big grift that's going to end up like the GFC either.