SMRTR TechSep 22, 2025Ars Technica

OpenAI and Nvidia’s $100B AI plan will require power equal to 10 nuclear reactors

SMRTR summary

OpenAI and Nvidia are planning a $100 billion AI infrastructure project requiring 10 gigawatts of power—equivalent to 10 nuclear reactors. This circular investment, where Nvidia invests in OpenAI who then buys Nvidia chips, creates what analysts call a "virtuous" arrangement for Nvidia. The total project could exceed $500 billion, with similar AI initiatives driving Microsoft and Amazon to secure nuclear power sources. The scale raises environmental concerns, as data centers already consume 1.5% of global electricity, with AI expansion potentially straining power grids worldwide.

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