Nvidia is building deep ties with OpenAI, preparing to fund a sweeping buildout of computing infrastructure to support the world’s most popular AI platform.
The agreement calls for an investment of up to $100 billion and roughly 10 gigawatts of new capacity, a figure that Nvidia (NVDA) CEO Jensen Huang says underscores the unprecedented demand for computing.
Huang describes the deal as both industrial and cultural in scale.
“ChatGPT is the single most revolutionary AI project in history. It’s being used everywhere, every industry, every country. Every person practically that I know uses ChatGPT. The computing demand is going through the roof. And so this partnership is about building an AI infrastructure that enables AI to go from the labs into the world. This is about the AI industrial revolution arriving.”
OpenAI chief executive Sam Altman highlights that without the build, the company cannot meet the expectations of its hundreds of millions of users.
“Without doing this, we cannot deliver the services people want. We can’t keep making better models. And now that we really see what’s on the near-term horizon of how good the models are getting, the new use cases that are being enabled, what people want to do, this is the fuel that we need to drive improvement, to drive growth, drive better models, to drive revenue, everything…
There’s no partner but NVIDIA that could do this at this kind of scale, at this kind of speed.”
Greg Brockman, OpenAI president, stresses the platform’s explosive adoption from “nothing” to between 700 and 800 million users.
“ChatGPT has grown from nothing to that scale and continues to grow faster than any product in history. And really, the reason we were able to make this breakthrough and serve it to the extent that we have is by leveraging NVIDIA’s platform.”
The news comes amid OpenAI’s push to launch its $500 billion Stargate initiative. The firm is aiming for an initial 10 anchor partnerships across regions as it builds out Stargate, a project designed to deliver unprecedented computing capacity for AI development.
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