Hu Xiu·2025-09-24 01:18Core Insights - Nvidia plans to invest up to $100 billion in OpenAI to build at least 10GW of AI data centers, exclusively using Nvidia's systems [1][12][4] - The first $10 billion will be released upon the completion of the first 1GW data center, expected by the second half of 2026 [3][14][11] - This partnership creates a triangular relationship involving Oracle, where OpenAI purchases cloud services from Oracle, which in turn buys Nvidia GPUs [6][18][20] Investment Details - The total investment from Nvidia could reach $100 billion, with incremental funding tied to the deployment of additional 1GW systems [4][11] - Building a 1GW data center is estimated to cost between $50 billion and $60 billion [2][13] - OpenAI's commitment to deploy 10GW translates to approximately 4 to 5 million GPUs [12][2] Strategic Relationships - OpenAI's $300 billion investment in Oracle's cloud services significantly boosted Oracle's stock, increasing its market value by $251 billion [17] - Nvidia's investment not only secures OpenAI as a key customer but also enhances its GPU sales through Oracle's procurement [26][18] - The collaboration positions all three companies—Nvidia, OpenAI, and Oracle—favorably within the AI supply chain [20][27] Future Outlook - Nvidia and OpenAI's partnership is seen as a pivotal move towards the next era of AI, driven by the 10GW system [32][30] - The collaboration aims to leverage computational infrastructure as a cornerstone for future economic growth [30][29] - Nvidia's recent investments in other companies, including Intel and Nscale, indicate a broader strategy to enhance its market position [33]