Nvidia Corp. will invest as much as US$100 billion in OpenAI to support new data centers and other artificial intelligence infrastructure, a blockbuster deal that underscores booming demand for AI tools like ChatGPT and the computing power needed to make them run.
The companies announced the agreement Monday last week, saying they had signed a letter of intent for a strategic deal. The investment is meant to help OpenAI build data centers with a capacity of at least 10 gigawatts of power — equipped with Nvidia’s advanced chips to train and deploy AI models.
The companies are helping lead a global push to build data centers for a new generation of AI tools — an undertaking that is expected to cost trillions of dollars in total. The effort requires advanced chips, servers, cooling systems and enormous amounts of electricity.
Photo: Reuters / 照片：路透
The scope of the Nvidia-OpenAI endeavor would be particularly massive: Ten gigawatts is equivalent to the peak electricity demand of New York City.
“This investment and infrastructure partnership mark the next leap forward — deploying 10 gigawatts to power the next era of intelligence,” Nvidia Chief Executive Officer Jensen Huang said in a statement.
Nvidia has been using its financial might to make sure the company’s technology remains at the heart of AI systems. With the OpenAI deal, it’s strengthening ties with a vital ally. The startup makes the market-leading chatbot and is working to expand its own AI infrastructure. The agreement signals that OpenAI will remain a key Nvidia customer, even as the company seeks other suppliers.
Nvidia also has positioned itself as a champion of domestic technology infrastructure — a priority of the Trump administration. The Santa Clara, California-based chipmaker has been working to build goodwill with the White House at a time when it needs Washington to ease China export restrictions.
On Sept. 18, Nvidia agreed to invest as much as US$5 billion in Intel Corp., the long-struggling chipmaker that is now partially owned by the US government.
On Monday last week, OpenAI CEO Sam Altman said the Nvidia deal would lead to new AI breakthroughs by securing the necessary computing power.
Photo: Reuters / 照片：路透
“Everything starts with compute,” he said in the statement. “Compute infrastructure will be the basis for the economy of the future.”
OpenAI’s ChatGPT is used by roughly 700 million people weekly and takes an intensive amount of computing power to service and build its products. In the past, the company has faced computing constraints in its ability to meet customer demand, particularly around new releases. On Sunday, Altman posted on social media that his company will be launching some new “compute-intensive” product offerings in the next few weeks.
According to Huang, the project will encompass as many as 5 million of Nvidia’s chips, a number that’s equal to what the company will ship in total this year. He called it a “giant project” in an interview on CNBC.
Photo: AFP 照片：法新社
Nvidia was also part of recent deals to expand the computing infrastructure in the UK, France and the Middle East, and has backed a number of AI startups.
Nvidia dominates the market for AI accelerators, the powerful chips that help develop and run AI models. Its growing influence over the tech industry has drawn scrutiny, with the US Justice Department probing last year whether the chipmaker violated antitrust laws. US President Donald Trump even mused about breaking up Nvidia to increase competition, but acknowledged it would be hard for rivals to catch up.
At the same time, there have been concerns that the AI spending surge will contribute to a market bubble — something akin to the dot-com boom and bust. Altman himself acknowledged the existence of a bubble last month but argued that AI will provide transformative value to the economy and that smaller, overvalued startups are the ones most at risk.
(Bloomberg)
輝達公司將投資OpenAI高達1,000億美元，建立新的資料中心和其他人工智慧基礎設施。這項重磅交易凸顯了市場對ChatGPT等人工智慧工具及其運作所需運算能力的旺盛需求。
兩家公司上週一宣布了這項協議，並表示已簽署策略協議意向書。這項投資旨在幫助OpenAI建構至少10吉瓦容量的資料中心，並配備輝達先進的晶片來訓練和部署人工智慧模型。
這兩家公司正引領全球建立新一代人工智慧工具建立資料中心，此計畫的總投資預期將達數兆美元，並需要先進的晶片、伺服器、冷卻系統和大量的電力。
輝達與OpenAI的合作規模特別龐大：10吉瓦的電力相當於紐約市的尖峰用電需求。
輝達執行長黃仁勳透過聲明表示：「這項投資和基礎設施合作標誌著我們邁出了新的一步——部署10吉瓦的電力，以驅動下一個智慧時代」。
輝達持續利用它雄厚的財力，確保其技術始終處於人工智慧系統的核心地位。輝達透過這項交易，與OpenAI這家重要盟友加強了關係。OpenAI這家新創公司開發了領先業界的聊天機器人，並正努力擴展自身的人工智慧基礎設施。這項協議顯示，即使輝達正尋找其他供應商，OpenAI仍將是輝達的關鍵客戶。
輝達也將自己定位為美國國內技術基礎設施的倡導者——這是川普政府的優先事項。這家總部位於加州聖克拉拉的晶片製造商一直在努力與白宮建立友好關係，尤其是在它需要華盛頓放鬆對華出口限制之際。
9月18日，輝達同意向英特爾公司投資高達50億美元。英特爾是一家長期陷入困境的晶片製造商，目前部分股權由美國政府擁有。
OpenAI執行長山姆．阿特曼上週一表示，與輝達的交易將確保必要的運算能力，以在AI領域取得新的突破
「一切都始於計算」，他在聲明中表示。「計算基礎設施將成為未來經濟的基礎」。
OpenAI的ChatGPT每週約有7億人使用，需要大量的運算能力來維護和建構其產品。過去，該公司面臨運算能力的限制，而無法充分滿足客戶的需求，尤其是在新產品發布期間。上週日，阿特曼在社群媒體上宣布，說他的公司將在數週內會推出一些新的「計算密集型」產品。
黃仁勳表示，該合作案將包括多達500萬個輝達晶片，這數字相當於該公司今年的總出貨量。他在接受CNBC採訪時稱這是一個「巨型計畫」。
輝達近期也參與了英國、法國和中東地區擴增運算基礎設施的交易，並投資了多家AI新創公司。
輝達在AI加速器市場佔據主導地位，這種強大的晶片有助於開發和運行AI模型。輝達在科技業日益增加的影響力引發了外界關注，美國司法部去年就輝達是否違反反壟斷法而展開調查。美國總統川普甚至考慮拆分輝達，以增加競爭，但他承認競爭對手很難迎頭趕上。
同時，人們擔心AI支出激增將導致市場泡沫——類似1995至2001年網際網路熱潮的興起與泡沫化。阿特曼本人上個月也承認了泡沫的存在，但他指出，AI將為經濟帶來變革性的價值，而規模較小、估值過高的新創公司面臨的風險最大。
（台北時報林俐凱編譯）
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