What I Read This Week...
chamath.substack.com · 1,251 words · saved by 1 readers
OpenAI + NVIDIA and the $100B commitment, $100,000 H-1B Fee, a first breakthrough in Huntington’s Disease, and more.
Caught My Eye… 1) OpenAI + NVIDIA: The $100B commitment for 10 GWs OpenAI and NVIDIA announced a strategic partnership to deploy 10 gigawatts of NVIDIA AI systems over the next several years, with NVIDIA committing up to $100 billion in phased investment. The first gigawatt of compute capacity is expected to come online in the second half of 2026. This ties OpenAI to NVIDIA’s roadmap of the Vera Rubin architecture which is also launching in late 2026. The Vera Rubin is a superchip designed by NVIDIA and is broken into two major parts: Vera: NVIDIA’s first custom CPU, built to work in…
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