Nathan Lambert
👤 SpeakerAppearances Over Time
Podcast Appearances
Oracle's got the money. And then there's MGX, which is the UAE fund, which technically has $1.5 trillion for investing in AI. But again, I don't know how real that money is. And whereas there is no ink signed for this, SoftBank does not have $25 billion of cash. They have to sell down their stake in ARM. which is the leader in CPUs, and they IPO'd it.
This is obviously what they've always wanted to do. They just didn't know where they'd redeploy the capital. Selling down the stake in ARM makes a ton of sense. So they can sell that down and invest in this if they want to and invest in OpenAI if they want to. As far as money secured, the first 100,000 GB200 cluster can be funded. Everything else after that is up in the air. Money's coming.
This is obviously what they've always wanted to do. They just didn't know where they'd redeploy the capital. Selling down the stake in ARM makes a ton of sense. So they can sell that down and invest in this if they want to and invest in OpenAI if they want to. As far as money secured, the first 100,000 GB200 cluster can be funded. Everything else after that is up in the air. Money's coming.
This is obviously what they've always wanted to do. They just didn't know where they'd redeploy the capital. Selling down the stake in ARM makes a ton of sense. So they can sell that down and invest in this if they want to and invest in OpenAI if they want to. As far as money secured, the first 100,000 GB200 cluster can be funded. Everything else after that is up in the air. Money's coming.
I believe the money will come. I personally do. Yeah.
I believe the money will come. I personally do. Yeah.
I believe the money will come. I personally do. Yeah.
It's a belief that they are going to release better models and be able to raise more money. But the actual reality is that Elon's right. The money does not exist.
It's a belief that they are going to release better models and be able to raise more money. But the actual reality is that Elon's right. The money does not exist.
It's a belief that they are going to release better models and be able to raise more money. But the actual reality is that Elon's right. The money does not exist.
Trump is reducing the regulation so they can build it faster. Right. And he's allowing them to do it. Right. You know, because any investment of this side is going to involve like antitrust stuff. Right. Like so obviously he's going to he's going to allow them to do it. He's going to enable the regulations to actually allow it to be built. I don't believe there's any U.S.
Trump is reducing the regulation so they can build it faster. Right. And he's allowing them to do it. Right. You know, because any investment of this side is going to involve like antitrust stuff. Right. Like so obviously he's going to he's going to allow them to do it. He's going to enable the regulations to actually allow it to be built. I don't believe there's any U.S.
Trump is reducing the regulation so they can build it faster. Right. And he's allowing them to do it. Right. You know, because any investment of this side is going to involve like antitrust stuff. Right. Like so obviously he's going to he's going to allow them to do it. He's going to enable the regulations to actually allow it to be built. I don't believe there's any U.S.
government dollars being spent on this, though.
government dollars being spent on this, though.
government dollars being spent on this, though.
And so like, we've had this 1.8 gigawatt data center in our data for over a year now. And we've been like sort of sending it to all of our clients, including many of these companies that are building the multi gigawatts. But that is like at a level that's not quite maybe executives like seeing $500 billion, $100 billion. And then everyone's asking them like,
And so like, we've had this 1.8 gigawatt data center in our data for over a year now. And we've been like sort of sending it to all of our clients, including many of these companies that are building the multi gigawatts. But that is like at a level that's not quite maybe executives like seeing $500 billion, $100 billion. And then everyone's asking them like,
And so like, we've had this 1.8 gigawatt data center in our data for over a year now. And we've been like sort of sending it to all of our clients, including many of these companies that are building the multi gigawatts. But that is like at a level that's not quite maybe executives like seeing $500 billion, $100 billion. And then everyone's asking them like,
So it could spur like another like an even faster arms race. Right. Because there's already an arms race. But like this, this like 100 billion, 500 billion dollar number, Trump talking about it on TV, like it could spur the arm race to be even faster and more investors to flood in and et cetera, et cetera. So I think I think you're right.