Nvidia to invest up to $100 billion in OpenAI data center buildout
Nvidia Artificial Intelligence Laboratory will invest $ 100 billion in Openai because it has begun to build hundreds of billions of dollars in data centers based on Chipmaker’s AI processors He said Monday.
Companies said on Monday that Openai plans to build and distribute NVIDIA systems that require 10 Gigawatt power. Gigawatt is an increasingly used power measure to identify the largest clusters of AI chips.
NVIDIA CEO Jensen Huang said that in an interview with CNBC to Jon Fortt, in an interview in California, 10 Gigawatts are equal to 4 million to 5 million graphics processing unit (GPU), which will send the company twice this year and “last year.”
“This is a giant project, Hu Huang said in an interview with Openai CEO Sam Altman and the chairman of the company Greg Brockman.
Nvidia shares increased by almost 4% on Monday and is currently consulted at the market value of the company, which is currently close to 4.5 trillion dollars, it is immediately worth 170 billion dollars.
The partnership that Huang describes as the “monumental dimension” emphasizes the sincere connection between Openai and Nvidia, two of the greatest driving forces of the last AI explosion. The request for NVIDIA’s GPUs began to buy Chatgpt in Openai 2022, and Openai is still relying to develop its software to GPUs and to distribute it to users.
“NVIDIA Openai invests 100 billion dollars in Openai, then Openai returns and returns to NVIDIA,” Requisite Capital Management Manager Management manager, CNBC. “I feel that this will be very virtuous for Jensen.”
It also points to the size of NVIDIA technology, which needs to develop a new generation of artificial intelligence, which can do more than Openai’s current models. Openai was already needed to serve its users. The company said that there are 700 million active users per week.
In the interview, Altman said, “You should expect a lot from us in the coming months,” he said. “Openai has three things to do well: We have to do a great AI research, we have to make these products that people want to use, and we have to find out how to do this unprecedented infrastructure struggle.”
Companies said it would be a “preferred” supplier for Openai as the infrastructure is built and NVIDIA’s chips and network equipment. NVIDIA is dominated by AI Cips, but it is faced with an increase in competition. Advanced micros devices And cloud providers who improve their chips and systems to connect them.
Openai CEO Sam Altman, Washington, DC, USA, USA, the White House in the eastern room of the White House Artificial Intelligence Mission Force (AI) training is walking at the meeting.
Brian Snyder | Reuters
In August, Huang told investors about a earnings to investors, the data center capacity of a Gigawatt building was between 50 billion and 60 billion dollars.
Nvidia and Openai said that the first stage of the latest investment would be online in the second half of 2026 using NVIDIA’s new generation Vera Rubin systems.
Nvidia’s investment comes to Openai in a secondary round after an investor staff worth $ 500 billion. Microsoft He was one of Openai’s first investors and has a strategic partnership to integrate Openai models into cloud service into Azure and Microsoft Office. Other Openai investors include Softbank and Thrive Capital.
Companies said on Monday that the partnership will compliment the infrastructure business with Microsoft, Oracle, Softbank and Stargate project.
Altman referred to Nvidia and Microsoft as “passive” investors and the company’s CNBC interview as “two of the most critical partners”.
Huang said that Nvidia’s investment was “additive to everything that is announced and contracted.” He told CNBC that the company was in addition to anything that Wall Street tells about his financial expectations.
Although this investment has been released by Nvidia’s previous commitments, the chip manufacturer opens its late wallet to put money on many companies in and around the sector.
Last week, Nvidia announced that it received a share of $ 5 billion in Intel and that the two companies will cooperate with AI processors. NVIDIA also said that the UK Data Center has invested close to $ 700 million in NSCALE. And CNBC said on Thursday that the company spent over $ 900 million in the company’s AI initiative to hire and other employees of Sufabrica CEO Rochan Sankar and other employees.
