OpenAI and NVIDIA have unveiled a significant partnership, wherein NVIDIA pledges computing resources valued at US$100 billion to OpenAI. This investment will facilitate the deployment of NVIDIA systems boasting a cumulative power capacity of 10 gigawatts. NVIDIA's CEO, Jensen Huang, hailed this endeavor as the "largest AI infrastructure project in history."
Following the announcement, NVIDIA's stock price witnessed a 4% surge. This strategic collaboration is poised to enable OpenAI to refine its models and infrastructure software, while simultaneously broadening NVIDIA's hardware and software development horizons.
Since the advent of ChatGPT, AI infrastructure has emerged as a pivotal focus. Global investments in data centers are projected to soar to US$7 trillion by 2025. The expenses associated with training and operating large language models are substantial, and infrastructure constraints have emerged as a significant impediment to AI advancement.
The artificial intelligence era necessitates the expansion of facilities such as data centers, with their power consumption escalating exponentially. This trend presents challenges to grid operations and is reshaping the data center market landscape.
Sam Altman and other industry leaders express optimism regarding this partnership. This wave of investment underscores the tech community's consensus on the enduring value of AI and the fierce global competition in this domain.
Currently, OpenAI boasts over 700 million weekly active users. Its co-founders eagerly anticipate collaborating with NVIDIA to collectively push the boundaries of intelligence.