At the Nvidia GPU Technology Conference on March 18, 2025, CEO Jensen Huang announced a groundbreaking partnership with OpenAI, involving a $100 billion investment. This strategic collaboration aims to utilize Nvidia’s advanced AI chips, each requiring approximately 10 gigawatts of power, equating to 4 to 5 million GPUs. Huang highlighted that Nvidia’s first $10 billion investment would be contingent on OpenAI completing its initial gigawatt of systems. Financial analyst Bryn Talkington noted the mutually beneficial cycle, stating that funds invested would eventually return to Nvidia, enhancing its market position.
In other tech news, analysts reported robust demand for Apple’s new iPhone model, contributing to a 4.3% share price increase, marking its first positive performance of the year. Meanwhile, India is investing $18 billion to establish a domestic semiconductor industry, aiming to build a comprehensive supply chain despite facing significant obstacles.
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