NVIDIA to invest up to $ 100 billion in the Openai Data Center Center

Nafidia He will invest $ 100 billion in Openai with the launch of the AI ​​Laboratory to build hundreds of billions of dollars in the CHIPMAKER databases, and companies. He said on Monday.

The companies said on Monday that Openai is planning to build and publish NVIDIA systems that require 10 GB of energy. Gigawatt is a measure of strength that is increasingly used to describe the largest groups of artificial intelligence chips.

The NVIDIA CEO, John Fort at CNBC, told an interview in San Jose, California, that 10 gigawatts equal between 4 million and 5 million GPUs (GPU), which the company will ship in this year and “twice more than last year.”

“This is a giant project,” Hwang said in the interview alongside Openai CEO. Sam Taman And Greg Brockman, the company president.

NVIDIA shares increased by approximately 4 % during Monday, immediately added nearly $ 170 billion in the company’s market value, which is now nearly $ 4.5 trillion.

The partnership, which Huang described as “huge in size”, highlights the intimate relationship between Openai and NVIDIA, one of the biggest motives in the recent artificial intelligence boom. The demand for graphics processing units in NVIDIA began to capture when Openai Chatgpt first released in 2022, and Openai still depends on the graphics processing unit to develop its program and publish it on users.

“NVIDIA invests $ 100 billion in Openai, which then returns Openai and returns it to NVIDIA,” said Bryn Talkington, the administrative partner of Capital Management, to CNBC after the announcement. “I feel that this will be very virtuous for Jens.”

It also indicates the size of the NVIDIA technology that Openaii needs to develop AI from the next generation that can do more than its current models. Openai already needed an increasing number of chips to serve its users. The company said it has 700 million active weekly users.

“You must expect many of us in the coming months,” Al -Taman said in the interview. “There are three things that Openai should do well: We have to conduct great research, Amnesty International, and we have to make these products want to use people, and we have to get to know how to do this unprecedented challenge to infrastructure.”

The companies said that the investment will be published “gradually” as the infrastructure has been built and that NVIDIA will be a “favorite” supplier for Openai chips and network equipment. Nvidia dominates the artificial intelligence chips market Advanced small devices And cloud services providers who develop their chips and systems to link them together.

In August, Huang informed investors in a profit call that building one of the data center energy costs between 50 billion dollars and 60 billion dollars, of which about 35 billion dollars of NVIDIA chips and systems.

NVIDIA and Openai said that the first phase of the latest investment will come online in the second half of 2026, using Vera Rubin systems from the next generation of NVIDIA.

NVIDIA’s investment comes after a list of investors who are estimated at $ 500 billion in a modern secondary tour. Microsoft He was one of Openai’s first investors, and had a strategic partnership to integrate Openai models into her cloud service, Azure, and Microsoft Office. Among the other investors are Openai Softbank and Thrive Capital.

The companies said on Monday that the partnership will complete their infrastructure work with Microsoft, Oracle, SoftBank and Stargate Project.

Altman referred to Nvidia, Microsoft as “negative” investors and two “the most important important partners” of the company in the CNBC interview.

Huang said that NVIDIA’s investment is “added to everything announced and signed.” CNBC referred that in addition to anything the company Wall Street told its financial expectations.

While this investment dwarves previous NVIDIA obligations, the Chipmaker maker opens its late portfolio to put money in many companies in and around the industry.

Last week, Nafidia said it was so She acquired a share of $ 5 billion in Intel She announced that the two companies would cooperate in artificial intelligence treatments. NVIDIA also said it has invested nearly $ 700 million at the UK Data Center NSCALE start starting. CNBC told Thursday that the company spent more than 900 million dollars to employ the CEO of Enfabrica Rochan Sankar and other employees in the startup of artificial intelligence, and the company’s technology license.

He watches: It seems that the topic of NVIDIA-Openai’s partnership is a deficiency in the account