On September 22, OpenAI and NVIDIA announced a strategic partnership aimed at bolstering AI infrastructure with a commitment of at least 10 gigawatts of NVIDIA systems for OpenAI’s next-gen platforms. NVIDIA plans to invest up to $100 billion, with initial deployment set for late 2026. This partnership raises questions about antitrust risks and its implications for the AI market, as analysts debate whether it signifies an AI boom or simply supports a cash-dependent client. Investors speculate that while this move could drive NVIDIA’s revenue growth significantly, it may also be seen as preferential treatment towards OpenAI, potentially disadvantaging other clients and competitors like AMD and Broadcom. The deal complicates OpenAI’s relationships, particularly with Microsoft, which has seen its exclusivity diminish. As OpenAI transitions towards a for-profit model, regulatory scrutiny surrounding this partnership is anticipated, particularly in Delaware and California.
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