"Nvidia's chips have been almost synonymous with scaling, on which OpenAI and others are collectively spending hundreds of billions of dollars. For the last few years, the companies' fortunes have been aligned, and their relationship has been, for the most part, an obvious one: OpenAI, which has become one of the biggest startups in the world, is a major customer for Nvidia, which has become the largest public company in the world."
"OpenAI and NVIDIA today announced a letter of intent for a landmark strategic partnership to deploy at least 10 gigawatts of NVIDIA systems for OpenAI's next-generation AI infrastructure to train and run its next generation of models on the path to deploying superintelligence. To support this deployment including data center and power capacity, NVIDIA intends to invest up to $100 billion in OpenAI as the new NVIDIA systems are deployed."
OpenAI and Nvidia have become central to the AI boom through aligned demand and supply: OpenAI drives model scaling while Nvidia supplies the required chips. OpenAI aims to massively expand infrastructure capacity, targeting a gigawatt of new AI infrastructure weekly to pursue capabilities such as curing disease and providing personalized tutoring at scale. Those ambitions push investment projections toward the trillions, creating financing challenges for firms without large existing revenue. Nvidia and OpenAI formalized a strategic partnership to deploy at least 10 gigawatts of systems, with Nvidia planning up to $100 billion in investment to support next-generation models and superintelligence efforts.
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