https://t.co/T7Ggfc7XXO pool operator 15 years of embedded C / linux kernel dev / DOCSIS dev 10 years of config management, 5 years as a pool operator.vipor.net Roswell, Ga.Joined February 2011
Sam Altman: “I need GPUs, a lot of GPUs.”
Larry Ellison: “We used to do databases, but sure, Oracle can build GPU data centers.”
Sam: “But we don’t have money, as Elon said.”
Larry: “Let’s sign a $300B deal.”
Oracle stock pumps $244B in a day.
Larry: “Now we have the money.”
How money works:
1. OpenAI signs $300B GPU deal with Oracle
2. Larry gains $100B (no GPUs shipped)
3. Larry invests in OpenAI’s $1T round
4. Sam uses $300B to pay Oracle
5. Oracle stock pumps again
6. Larry makes another $100B
7. Larry invests in OpenAI
Flywheel go brrr.
AI circle of money ::
1. $NVDA sells GPUs to $ORCL .. Oracle uses to power its data centers
2. Oracle builds cloud on those GPUs
3. Nvidia rents compute back via signed deals from Oracle
Nvidia gets recurring revenue from hardware sales and cloud services without owning all…
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