Jensen Huang explains why Nvidia's latest partnership with OpenAI is different

Group 1 - Nvidia has established a direct partnership with OpenAI, marking the first time OpenAI will purchase directly from Nvidia instead of through a cloud service provider [1] - Nvidia plans to invest up to $100 billion in OpenAI to enhance artificial intelligence data center capacity, with OpenAI aiming to deploy systems that require 10 gigawatts of power, equivalent to 4 million to 5 million GPUs [1] - The collaboration with OpenAI is seen as incremental to Nvidia's existing partnerships with other AI companies like Oracle and CoreWeave [3] Group 2 - OpenAI and Nvidia are significant contributors to the AI boom, with Nvidia's chip demand surging after the release of ChatGPT, leading to a tripling of Nvidia's market capitalization [2] - Nvidia has become the most valuable company in the market, being the first stock to exceed a market capitalization of $4 trillion [2] - Nvidia's CEO emphasized the importance of building an AI infrastructure for OpenAI that will prepare them for future operations of their own cloud services [4]