alt Hacker NewsThe missing part is that current gpus are already money making machine in 2026 , and you need just to serve that . I’m sure this is a procurement take between nvidia and such a big vendor as oracle
The missing part is that current gpus are already money making machine in 2026 , and you need just to serve that . I’m sure this is a procurement take between nvidia and such a big vendor as oracle
> The missing part is that current gpus are already money making machine in 2026
Are they? Unless you are Nvidia that is very far from the case.
OpenAI's current revenue is $25 billion a year. They are expected to spend $600 billion on infrastructure in the next 4 years to sustain and grow that revenue.
Amazon, Google, Microsoft and Meta are spending a combined $650 billion on infrastructure in 2026 alone.
The story is the same across the rest of the industry.
None of these investments are immediately profitable. And it remains to be seen whether they eventually will be or not.