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This isn't a bubble
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this post was submitted on 10 Oct 2025
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Also, make sure to keep secret the actual milestones and share allocations being gifted to OpenAI.
MI450s are expected to be $40k/kw. 6gw would be $240B in revenue. AMD can make MI450 an openAI only product and overcharge them for it. MI451 for everyone else. If price is fixed, MI450 is not finalized, afaik, and so much lower specs than promised/theorized could be delivered, with again MI451, the original hoped design.
The amount of fuckery is too damn high, but future fuckery too damn exponentially^damn^ high.
Do they actually use KW as a measure in these circumstances? Might as well add the equivalent to resistance heating strips in their chips.
All of these datacenter deals are announced in GW. not in gpu units or gpu maker revenue. It's part of the fuckery in deal disclosure, as definitely the GPU provider DGAFs about any of our power problems, and certainly some price per GPU is what they negotiate on.