OpenAI, the company behind ChatGPT, has entered several large-scale partnerships with leading technology firms including Oracle, NVIDIA, Samsung, and CoreWeave. Collectively, these agreements are estimated to be worth around $1 trillion and will provide OpenAI with access to more than 20 gigawatts of computing power, equivalent to the output of 20 nuclear reactors.
Most recently, OpenAI signed a multi-year chip supply deal with AMD that could generate billions of dollars for the semiconductor company while giving OpenAI an additional 6 gigawatts of computing capacity.
Shortly after the deal, NVIDIA CEO Jensen Huang expressed surprise at the collaboration, saying he was “not really” aware of AMD’s agreement with OpenAI. He noted that AMD had cleverly offered 10 per cent of its stock to OpenAI in exchange for its assistance in developing the next generation of AI GPUs.
Unlike the AMD partnership, NVIDIA’s deal with OpenAI involves a direct investment. NVIDIA, the world’s most valuable company, is now a shareholder in OpenAI and will, for the first time, sell its products directly to the company. Huang explained that this arrangement is part of NVIDIA’s broader plan to help OpenAI evolve into a “self-hosted hyperscaler,” meaning it will eventually manage and operate its own data centres.
While Huang shared these comments during an interview, OpenAI CEO Sam Altman simultaneously spoke with Andreessen Horowitz on a podcast, where he hinted at more major infrastructure partnerships to come. Altman said, “You should expect much more from us in the coming months. We have decided that it is time to make a very aggressive infrastructure bet… and to make the bet at this scale, we kind of need the whole industry, or a big chunk of the industry, to support it.”
Although OpenAI’s revenue is far from $1 trillion, Altman expressed confidence that these massive investments will pay off. “If you’re building the biggest data center in the history of humankind, the biggest infrastructure project in history, you’ve got to be open to doing something else,” he added.
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