Nvidia News
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Another $200 Billion Deal
5GW AI Data Center Complex: G42 is spearheading the development of one of the world's largest AI data centres complexes in Abu Dhabi.
The facility is planned to span 10 square miles, initially operating with 1 gigawatt (GW) of power and eventually expanding to 5GW. This capacity is sufficient to support over 4 million next-generation Nvidia GB200 chips equivalents. The project aligns with the UAE's ambition to diversify its economy and position itself as a global AI leader.Total Blackwell production in 2025 is estimated to be anywhere from 4-5M
It isn't slowing down!
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Unfortunately prices are already very expensive. It's a capital intensive, modest margin business which is not easy to scale(without capital). I'm not so keen to pay PEs of 40+ and 25% revenue growth. There are over a dozen very big and fierce competitors too. It's a great business but it's not at a fair price imo.
We chose Oracle because of their moat-their ERP database/clients. Mission critical data used by the biggest companies in the world and most companies. When they get into AI Oracle Cloud will get the business for one simple reason. They will not move this data to anyone else due to security, access and their very survival if something serious happens.
Oracles enormous outstanding performance obligations (growth) proved that point well.
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Unfortunately prices are already very expensive. It's a capital intensive, modest margin business which is not easy to scale(without capital). I'm not so keen to pay PEs of 40+ and 25% revenue growth. There are over a dozen very big and fierce competitors too. It's a great business but it's not at a fair price imo.
We chose Oracle because of their moat-their ERP database/clients. Mission critical data used by the biggest companies in the world and most companies. When they get into AI Oracle Cloud will get the business for one simple reason. They will not move this data to anyone else due to security, access and their very survival if something serious happens.
Oracles enormous outstanding performance obligations (growth) proved that point well.
@Adam-Kay said in Nvidia News:
Unfortunately prices are already very expensive. It's a capital intensive, modest margin business which is not easy to scale(without capital). I'm not so keen to pay PEs of 40+ and 25% revenue growth. There are over a dozen very big and fierce competitors too. It's a great business but it's not at a fair price imo.
Sorry to be slow but can someone re-explain that paragraph using simple words? Thanks.
