In a groundbreaking development, Nvidia has agreed to invest $100 billion in AI infrastructure for OpenAI, the creator of ChatGPT. This deal was the result of direct negotiations between Nvidia's CEO, Jensen Huang, and OpenAI's CEO, Sam Altman, as reported by CNBC. The agreement came together unexpectedly, just hours before OpenAI was set to announce its next-generation infrastructure plan in Abilene, Texas.
The discussions were fast-tracked by the two CEOs' recent joint attendance at a UK state visit with U.S. President Donald Trump, where the deal was discussed, laying the groundwork for political consensus. This meeting proved pivotal in speeding up the negotiations, which included video conferences and late-night calls between London, San Francisco, and Washington D.C.
The collaboration between Huang and Altman dates back to 2016 when Huang personally delivered Nvidia's first supercomputer to OpenAI, then a non-profit research institute. This latest agreement will see Nvidia's significant financial stake in OpenAI, although the investment will be received in $10 billion increments to limit equity dilution, with the remaining funds for data center construction to be financed through debt.
Notably, Microsoft, OpenAI's original and largest investor, was only informed of this substantial deal with Nvidia a day before the contract signing. This follows Microsoft's loss of its exclusive computing provider status with OpenAI earlier this year, indicating a shift in their relationship. Currently, Microsoft and OpenAI are negotiating a new partnership.
This investment by Nvidia is part of OpenAI's broader 'Stargate' project, aimed at building expansive AI infrastructure in collaboration with SoftBank and Oracle. OpenAI is also considering developing its own cloud service, which would directly compete with cloud giants like Amazon, Microsoft, and Google, highlighting CEO Altman's ambition to evolve from an AI model developer to a major infrastructure provider.
Industry experts predict that OpenAI's commercial cloud service could be operational within one to two years, once their internal infrastructure needs are met, potentially reshaping the landscape of the cloud services market.
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