NVIDIA, OpenAI Form $100 Billion AI Alliance

NVIDIA is set to invest up to $100 billion (approximately 139 trillion Korean won) in OpenAI to build a large-scale artificial intelligence (AI) data center. The move marks a collaboration between OpenAI, the startup leading the recent AI boom, and NVIDIA, which dominates the AI semiconductor market, to strengthen infrastructure. Foreign media analyze, “This is not just a financial investment but a ‘strategic alliance’ and a move to build an ‘AI empire,’ where the two giants of the AI era aim to solidify their market dominance and steer the direction of future technology.”

NVIDIA announced on the 22nd (local time) that it has signed a new strategic partnership with OpenAI and plans to invest up to $100 billion. Through this investment, NVIDIA will support the construction of a 10-gigawatt (GW) data center using its advanced AI chips to train and deploy OpenAI models. A 10-GW capacity is equivalent to 10 nuclear power plants, and Jensen Huang, NVIDIA’s CEO, stated, “Building a data center of this scale requires 4 million to 5 million graphics processing units (GPUs).”

Bloomberg News, citing sources, reported that NVIDIA will receive equity in OpenAI through this deal. Bryn Tokington, a managing partner at Requizit Capital Management, told CNBC, “The $100 billion NVIDIA invests in OpenAI will be returned to NVIDIA as semiconductor purchase costs as OpenAI builds large-scale data centers.” Details of the partnership are expected to be finalized within weeks, with operations targeting the second half of 2026.

This collaboration is symbolic as it brings together the two companies that have driven the AI boom. NVIDIA’s rise to the world’s highest market capitalization was triggered by OpenAI’s release of ChatGPT-3.5 in late November 2022, which marked the beginning of the full-scale AI era and surged demand for NVIDIA’s chips.

Conversely, OpenAI advanced its AI technology and enabled ChatGPT training thanks to NVIDIA’s high-performance AI semiconductors, essential for AI training.

Sam Altman, OpenAI’s CEO, said, “Everything starts with computing,” and added, “Computing infrastructure will be the foundation of the future economy, and we will use what we build with NVIDIA to create new AI innovations and deliver them at scale to people and businesses.” Huang evaluated, “This is a massive project, and its scale is monumental.”

On news of the collaboration with OpenAI, NVIDIA’s stock price rose over 3% on the New York Stock Exchange that day.

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