Nvidia is set to get a big boost from OpenAI. Here’s how much.
Nvidia’s latest earnings report was full of large numbers, but one of the most eye -catching ones was the construction of future Gigawatt -scale data centers would cost about $ 50 billion. According to a Bloomberg report, Openai seems to be ready to undertake these big expenditures, in the United States and elsewhere in India, as well as multiple sites, as well as such a facility.
NVIDIA CEO, Jensen Huang, said analysts would require an expenditure of approximately $ 35 billion on the equipment of a single Gigawatt data center’s company-15 billion dollars plus 15 billion dollars and future “AI Super Factories olarak will require more than one Gigawatt power.
This will need customers with very deep pockets, but Chatgpt-Developing Openai is accelerating. On Monday, Bloomberg referred to unidentified sources and reported that the company was looking for local partners to establish a data center with at least one Gigawatt capacity in India.
If Nvidia’s numbers are correct, Openai plans to spend hundreds of billions of value.
Openai recently announced an agreement with Oracle to develop a 4.5 Gigawatt data center capacity in the USA and previously announced plans for a Gigawatt cluster in Abu Dhabi. All these expenditures will enter the project Stargate umbrella, a 500 billion dollar plan for AI infrastructure investment. According to Goldman Sachs, the entire data center capacity in North America stopped at the end of 2024 in 22 Gigawatts.
Openai did not provide details about how Project Stargate would be financed. He did not respond immediately to his request for comments early on Monday.
Such commitments are good news for NVIDIA, which foresees $ 3 trillion to $ 4 trillion to 4 trillion dollars for annual infrastructure expenditures until 2030.
“We have expected to represent a peak year in the AI cycle due to a few factors of 2025. Based on the progress made by AI models for the last 6 months, the expanded abilities and rapid adoption, now we believe that the increase in demand for inferences will be continued for the predictable future, Dav Davidson analysis.
Write to Adam Clark at Adam.clark@barrons.com
