Nvidia CEO Jensen Huang forecasts that OpenAI is poised to become a multi-trillion-dollar company, highlighting its unprecedented growth trajectory. On the BG2 podcast, Huang described OpenAI as “the next multi-trillion-dollar hyperscaler,” following a significant partnership where Nvidia plans to invest up to $100 billion in infrastructure development. This includes a proposal for 10 GW of GPU-powered data centers to support OpenAI’s cloud operations. This collaboration not only cements Nvidia’s leadership in the AI supply chain but also meets the escalating demands from major cloud providers like Microsoft and Amazon. OpenAI’s $6.5 billion expansion deal with CoreWeave further emphasizes its aggressive growth strategy, albeit amid concerns about market concentration. As Nvidia supplies high-end GPUs tailored for AI, there are implications for consumer hardware availability. Huang remains confident that OpenAI’s trajectory is sustainable and not part of a fleeting AI bubble. Stay updated with Tom’s Hardware for the latest in tech news and reviews.
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