The Currency analytics
By Jean-Luc Maracon
NVIDIA wants in big. The chip maker joins Microsoft and Amazon in talks to pump up to $60 billion into OpenAI, sources close to the negotiations said Tuesday.
NVIDIA could drop $30 billion on the AI startup, while Microsoft eyes less than $10 billion and Amazon considers over $10 billion.
Jensen Huang, NVIDIA's CEO, has been bullish on AI for months. "We're basically at the iPhone moment for artificial intelligence," he told investors last quarter.
Microsoft already owns a chunk of OpenAI from previous funding rounds. Satya Nadella, Microsoft's CEO, has bet the company's future on AI integration across Windows, Office, and…
Amazon's interest marks a big shift. The e-commerce giant usually builds AI tools in-house through its Amazon Web Services division.
The negotiations remain fluid, with terms changing daily. Regulatory approval isn't guaranteed - antitrust watchdogs are already scrutinizing Big Tech's AI investments.
OpenAI's $730 billion valuation seems crazy high, but investors are buying the hype. The company behind ChatGPT has become synonymous with the AI boom, attracting users and…
The $100 billion fundraising target reflects just how expensive cutting-edge AI has become. Training advanced models requires thousands of specialized chips costing millions of…
Wall Street analysts think the deal makes sense for all parties. NVIDIA gets guaranteed demand for its chips plus upside from OpenAI's growth.
The timeline for finalizing terms remains murky. Sources expect decisions within weeks, not months, given the competitive pressure.
The investment talks come as OpenAI faces mounting pressure from competitors like Google's Gemini and Anthropic's Claude models.
Computing costs for AI training have skyrocketed beyond most predictions. Industry experts estimate that training GPT-5 could require over 100,000 H100 chips running for months.