"We still haven't completed a definitive agreement,"
"the biggest AI infrastructure project in history."
"there is no assurance that any investment will be completed on expected terms, if at all,"
The OpenAI partnership with Nvidia remains at a letter-of-intent stage with no definitive agreement completed, leaving the 10-gigawatt deployment and up to $100 billion of potential Nvidia investment unfinalized. Initial plans outlined deploying millions of GPUs over several years backed by up to 10 gigawatts of data-center capacity. Analysts estimated the arrangement could generate as much as $500 billion in revenue, and early reports lifted Nvidia shares. Nvidia's recent 10-Q cautioned that there is no assurance investments will complete on expected terms and flagged risks tied to the global capacity to build and power the necessary data centers, alongside other planned investments.
Read at Fortune
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