Investor Michael Burry has claimed that OpenAI backed out of a major data centre arrangement with Oracle because it preferred a different generation of chips from Nvidia.
According to Burry, the disagreement centred on whether the facility would be built around Nvidia’s Rubin architecture or its Blackwell platform, which require different types of data centre infrastructure.
“The nut of it is that OpenAI bowed out of the Oracle deal because it wanted NVDA Rubin and not the Blackwell, which are two different types of data center builds,” Burry…

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