OpenAI and ChatGPT’s future—Xiao Huihui isn’t worried at all.
The reason is simple: OpenAI’s relationship with Nvidia is deeper than most people imagine.
By 2030, OpenAI will purchase $600 billion worth of Nvidia computing power.
Previously, Nvidia also planned to invest up to $100 billion into OpenAI.
This is no longer just a “customer and supplier” relationship. OpenAI needs Nvidia’s GPUs, while Nvidia needs OpenAI to keep consuming compute resources—mutually bound by demand.
As AI applications continue to expand, stronger and stronger industrial chain linkages will form among OpenAI, Nvidia, Oracle, data centers, and power infrastructure.
OpenAI is on the compute-demand side, while Nvidia is on the compute-supply side.
This main thread may be one of the most important asset chains in the AI industry over the next few years.
$OPENAI $NVDA
The reason is simple: OpenAI’s relationship with Nvidia is deeper than most people imagine.
By 2030, OpenAI will purchase $600 billion worth of Nvidia computing power.
Previously, Nvidia also planned to invest up to $100 billion into OpenAI.
This is no longer just a “customer and supplier” relationship. OpenAI needs Nvidia’s GPUs, while Nvidia needs OpenAI to keep consuming compute resources—mutually bound by demand.
As AI applications continue to expand, stronger and stronger industrial chain linkages will form among OpenAI, Nvidia, Oracle, data centers, and power infrastructure.
OpenAI is on the compute-demand side, while Nvidia is on the compute-supply side.
This main thread may be one of the most important asset chains in the AI industry over the next few years.
$OPENAI $NVDA