Mentioned:
OpenAI and Nvidia are doing a new deal. And it’s one of the most ambitious partnerships for high performance computing ever.
What’s happening:
- Nvidia (NASDAQ: NVDA) is investing up to $100B USD into OpenAI through a new strategic partnership focused on building out large scale data centres for high performance computing
By the numbers:
- OpenAI and Nvidia are aiming to build out 10 gigawatts of data centre capacity as part of their new partnership
- Nvidia will initially invest $10B USD into OpenAI and will deploy an additional $10B USD into OpenAI with every new gigawatt of data centre capacity that is successfully built by OpenAI
Why it matters:
- This is one of the single largest investments into data centre capacity for artificial intelligence workloads ever in the United States of America
Going deeper:
- OpenAI will initially develop the first data centre that is a part of this new partnership with Nvidia in California and will deploy Nvidia’s Vera Rubin platform for maximum energy efficiency
- OpenAI has been rapidly securing new sources of growth capital lately, including just recently landing $8.3B USD in a new strategic financing round led by Dragoneer Investment Group that valued OpenAI at more than $300B USD
The intrigue:
- If OpenAI is successful in building out 10 gigawatts of data centre capacity, it would require approximately more than 4M new Nvidia GPUs to power and operate the artificial intelligence workloads to train OpenAI’s new models
