[Aurornis]

That’s PR hype. They built it quickly, but they didn’t go from deciding they wanted a data center to having it running in weeks.

You can’t even get the hardware at that scale without months or years of order lead time. NVidia doesn’t have warehouses full of compute hardware waiting for someone to come get it.

They also reused an existing building. Basically, they put 100,000 GPUs into a building and attached the necessary infrastructure in about half a year. Impressive, but it’s not the same as a $10B/year data center usage commitment like this deal.

[imtringued]

Why does this matter? The deal is supposed to last 10 years. If you don't pay AWS to order Nvidia GPUs for you, Nvidia won't have to deliver them to AWS, they will have exactly the same quantity of GPUs, but this time they can deliver to you.

[drw85]

Because you can spend your 100 billion dollars spread over 10 years.

If you build datacenters, you have to spend that money now.

They're also not paying amazon to order GPUs, they're paying for compute usage of whatever hardware they have.