US EditionNvidia Invests $100 Billion in OpenAI, Sparking Antitrust Concerns
Nvidia’s $100 billion investment will build AI data centers with 10 gigawatts capacity using millions of GPUs, marking the largest corporate AI infrastructure deal ever.
- Recently, Nvidia announced plans to invest $100 billion in OpenAI to build and deploy at least 10 gigawatts of AI data centres using millions of NVIDIA GPUs.
- Strategically, Nvidia aims to accelerate OpenAI's data-centre rollout with its chips while securing long-term hardware demand to fend off rivals like Broadcom.
- Under the deal structure, the initial $10 billion tranche will fund OpenAI leasing Nvidia GPUs, with Nvidia taking a non-voting stake and the first Vera Rubin GPU installation due in late 2026.
- Markets reacted as Nvidia's market value rose immediately by more than $220 billion, though analysts flagged circular‑financing risks and potential antitrust scrutiny.
- Beyond immediate effects, the network would involve millions of NVIDIA graphics cards and electricity demand comparable to several million U.S. households, amid a $2 trillion industry funding gap by 2030.
16 Articles
16 Articles
Silicon’s Circular Moment: NVIDIA, OpenAI, Intel, and the Next Boom-Bust Cycle
(Op-Ed Analysis) The chip king bankrolls the hungriest AI lab; the lab commits to buy the chip king’s hardware at industrial scale; both sprinkle equity across the supply chain. It’s audacious, elegantly aligned—and inherently fragile. We’ve seen this movie in railroads, telecoms, and dot-coms: the technology endures, the cycle doesn’t. The deal that defines the […]
OpenAI Is Now the Tech Economy's Atlas, Holding Valuations on its Shoulders
Last Tuesday OpenAI brought a handful of reporters to Abilene, Texas, to gawk at its sprawling new data center and hear about the scope of its ambitions. The setting was apt: in the state that gave the world Texas Hold ’Em, the company was making clear just how high the stakes have become, and how much more money it will need to stay in the game.The day before, Nvidia said it would sink $100 billion into OpenAI. A few weeks before that was the r…
Tech Giants Invest Trillions in AI Infrastructure Boom
In the high-stakes world of artificial intelligence, where computational power is the new oil, tech giants are pouring unprecedented sums into infrastructure to fuel the next generation of AI models. Oracle Corp. recently inked a staggering $30 billion deal with xAI, Elon Musk’s ambitious startup, to provide cloud computing resources, marking one of the largest such agreements in history. This pact not only underscores Oracle’s pivot toward AI d…
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