Nvidia has forged a groundbreaking partnership to invest up to $100 billion in OpenAI, marking the largest AI infrastructure deal to date. This ambitious initiative aims to create a 10-gigawatt AI network, potentially reshaping the tech landscape. Nvidia’s stock rose over 4% following the announcement, highlighting investor optimism. The overall investment for the network could exceed $500 billion, with Nvidia’s commitment serving as the initial phase. The project is expected to require approximately 4-5 million GPUs, reflecting a decade’s worth of production in a single expansion. As OpenAI currently serves 700 million weekly users, this new infrastructure will facilitate further scalability and superintelligence research. Notably, rising energy demands from data centers—projected to consume 945 terawatt-hours by 2030—underscore the need for sustainable power sources. Collaborations with tech giants like Microsoft and Oracle position this venture as a pivotal moment in the AI arms race, potentially laying the foundation for future advancements in artificial general intelligence.
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