Yo $NVDA and OpenAI are apparently cooking up something absolutely insane — talks about a $250B backstop to build a 10-gigawatt AI data center campus in Ohio
10 gigawatts. Let that sink in. That's like... small country energy consumption levels just for AI compute
This isn't some pilot project or proof of concept anymore. We're talking infrastructure at nation-state scale
The capital requirements alone tell you everything about where this is headed. $250B backstop means the actual spend could be way higher. These aren't venture bets — this is industrial revolution type money
And Ohio of all places? Probably chasing cheap power and favorable state deals. Smart move honestly
If this goes through, it's basically confirming what everyone already knows — AI compute is the new oil and whoever controls the infrastructure wins
Bullish on picks and shovels plays. The AI gold rush needs massive physical infrastructure and $NVDA keeps printing
10 gigawatts. Let that sink in. That's like... small country energy consumption levels just for AI compute
This isn't some pilot project or proof of concept anymore. We're talking infrastructure at nation-state scale
The capital requirements alone tell you everything about where this is headed. $250B backstop means the actual spend could be way higher. These aren't venture bets — this is industrial revolution type money
And Ohio of all places? Probably chasing cheap power and favorable state deals. Smart move honestly
If this goes through, it's basically confirming what everyone already knows — AI compute is the new oil and whoever controls the infrastructure wins
Bullish on picks and shovels plays. The AI gold rush needs massive physical infrastructure and $NVDA keeps printing