"The $ 100 billion partnership between Nvidia and OpenAI, announced Monday, represents - for now - the latest mega-deal reshaping the AI infrastructure landscape. The agreement involves non-voting shares tied to massive chip purchases and enough computing power for more than 5 million U.S. households, deepening the mutual dependence between two of AI's most powerful players. Meanwhile, Google Cloud is placing a different bet entirely."
"Francis deSouza, its COO, has seen the AI revolution from multiple vantage points. As the former CEO of genomics giant Illumina, he watched machine learning transform drug discovery. As co-founder of a two-year-old AI alignment startup, Synth Labs, he has grappled with the safety challenges of increasingly powerful models. Now, having joined the C-suite at Google Cloud in January, he's orchestrating a massive wager on AI's second wave."
"In a conversation with this editor earlier this week, he noted several times that nine out of the top 10 AI labs use Google's infrastructure. He also said that nearly all generative AI unicorns run on Google Cloud, that 60% of all gen AI startups worldwide have chosen Google as their cloud provider, and that the company has lined up $58 billion in new revenue commitments over the next two years, which represents more than double its current annual run rate."
The $100 billion Nvidia–OpenAI partnership ties non-voting shares to massive chip purchases and secures computing capacity exceeding that needed by five million U.S. households, intensifying mutual dependence between two dominant AI players. The deal illustrates a larger consolidation trend in AI infrastructure. Google Cloud is pursuing an alternate approach focused on capturing emerging AI companies and platform adoption. Francis deSouza brings genomics and AI-alignment experience to lead Google Cloud's push. Google reports that nine of the top ten AI labs and nearly all generative AI unicorns use its infrastructure, that 60% of gen-AI startups choose Google Cloud, and that $58 billion in new commitments more than doubles its current run rate.
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