Nvidia plans 100 billion bet on OpenAI
Автор: BlueHATone
Загружено: 2025-11-04
Просмотров: 9
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Big AI news. Nvidia plans to invest up to 100 billion dollars in OpenAI to build at least 10 gigawatts of AI data centers using millions of Nvidia GPUs. Phase one is 1 gigawatt in late 2026 on the Vera Rubin platform. OpenAI reports 700 million weekly users. Nvidia becomes a preferred compute and networking partner alongside Microsoft, Oracle, and SoftBank. Supporters see faster models and a push toward AGI. Critics warn about circular financing where money used to buy Nvidia gear boosts Nvidia sales. Some estimate 10 billion invested could lead to 35 billion in sales or leases, which could echo late 1990s vendor financing risk if demand falls.
Is 10 gigawatts of AI compute truly needed by 2026 and beyond?
How could circular financing affect AI hardware prices and supply?
What might this mean for startups, cloud costs, and model access?
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#AI #Nvidia #OpenAI #datacenters #AGI
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