also questioned Altman about a $10 billion computing deal with Cerebras, in which Altman holds a stake worth $3.2 million.
It’s a $20B deal. Covering just first 3 years of full datacenter lease. It’s a bit strange of a deal where 3 year lease payments are higher than cost of datacenter, and an Nvidia alternative would have better economics, even if Cerebras can do some things well. Altman with a personal stake, can explain OpenAI’s generosity in the deal.
It’s a $20B deal. Covering just first 3 years of full datacenter lease. It’s a bit strange of a deal where 3 year lease payments are higher than cost of datacenter, and an Nvidia alternative would have better economics, even if Cerebras can do some things well. Altman with a personal stake, can explain OpenAI’s generosity in the deal.