Openai has signed a “strategic agreement” with Nvidia. According to this agreementNvidia “intends to invest up to 100,000 million dollars” in OpenAI gradually, but the truth is that this investment is misleading. Especially since Openai will spend those 100,000 million dollars to buy GPUS to Nvidia. Everything remains at home.
What happened. These two companies have initiated the procedures to complete an agreement with a clear objective: create and display AI data centers With a joint gigantic computing capacity: 10 GW. The investment will be made gradually and will be completed “as each gigawatt” of computing capacity is installed in those Data centers. Nvidia will thus become a “computing partner and strategic connectivity” for the development plans of new data centers, says Openai.
Millions of Gpus. According to Jensen Huang statementsCEO of Nvidia, that represents between four and five million gpus. Or what is the same: it is the number of units of their GPUS of ia that they expect to distribute this year, and “twice the ones we distributed last year.”
The strategy “seller finances buyer”. This agreement is not a simple investment, but a strategic association in which the hardware provider invests a massive amount of money in its main client. In return that client undertakes create a mass infrastructure With supplier technology. It is nothing more than a closed cycle: Nvidia gives OpenAi money, and OpenAi uses it to buy Nvidia products.
This sounds like a bubble. There is Several analysts that They speak How this remembers once again The bubble of the Puntocomwhere companies lent money to buy products from the other. That raises suspicions and questions about the long -term sustainability of these agreements.
Companies becoming stronger among them. The circular agreement serves in fact to strengthen both companies and solidify their positions as dominant and indispensable actors in the AI industry. In fact, this strategic alliance makes rivals like AMD or Intel very difficult.
Nvidia is worth 170,000 million dollars more. The announcement caused immediate reactions in the NVIDIA assessment, whose shares increased almost 4%. The stock market capitalization of the company of Jensen Huan grew by 170,000 million dollars in that session and already touch the 4.5 billion dollars, and manages to distance itself even more from Microsoft, Apple or Google, which already exceed three billion.
Long live Hype. Here once again there is a reinforcement of the speech of expectations and Hype. The confidence of these companies in the future of AI is patent, but they are interested and for now Openai’s income – no rivals – are well below spending They are doing in these technologies.
Energy challenge. The plans to create infrastructure with 10 GW capacity are also astronomical. According to Some estimatesthose 10 gigawatts They are equivalent to the production of about 10 nuclear reactors, which normally provide a capacity of 1 GW per plant.
A colossal cost. The current data centers range between very modest capabilities of 10 MW and other extraordinary 1 GW. Openai’s plans would leave those facilities very behind in computing capacity. In August Huang told investors to create a 1 GW data center is a cost of between 50,000 and 60,000 million dollars, of which about 35,000 are dedicated to Nvidia chips. With those figures, the total cost of those 10 GW of joint computing power would amount to more than 500,000 million dollars, a figure that – one—curiously— It coincides with that of the Project Stargate.
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