Silicon Valley flooded the news this week with headlines about wild AI infrastructure investments.

Nvidia said it would invest up to $100 billion in OpenAI . Then OpenAI said it would build out five more Stargate AI data centers with Oracle and Softbank, adding gigawatts of new capacity online in the coming years. And it was later revealed that Oracle sold $18 billion in bonds to pay for these data centers.

On their own, each deal is dizzying in scale. But in aggregate, we see how Silicon Valley is moving heaven and Earth to give OpenAI enough power to train and serve future versions of ChatGPT.

This week on Equity , Anthony Ha and I (Max Zeff) go beyond the headlines to break down what’s really going on in these AI infrastructure deals.

Rather conveniently, OpenAI also gave th

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