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“The shovels that are going in the ground here today, they’re really about compute that comes online in 2026,” \[Open AI CFO\] said in September. “That first Nvidia push will be for Vera Rubins, the new frontier accelerator chips. But then it’s about what gets built for ’27, ‘28, and ’29. What we see today is a massive compute crunch.”
“We are growing faster than any business I’ve ever heard of before,” Altman said. “And we would be way bigger now if we had way more capacity.”
In southeast Wisconsin, Microsoft is spending more than $7 billion on what CEO Satya Nadella calls “the world’s most powerful” AI data center, a facility that will house hundreds of thousands of Nvidia chips when it comes online in early 2026.
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