At almost the same moment, NVDia’s CEO Jensen Huang surprised the AMD with the competitor AMD-a billion billion dollar deal-his agency AI model was soon to agree to invest up to $ 1 billion-Sam Altman said that the national agreement was more national.
Huang appeared CNBC Square Box Wednesday. When he knew what he knew before the AMD deal was announced, he replied, “Not really.”
As TechCrunch has previously reported, the OpenAI agreement with AMD is unusual. AMD AMD has agreed to allow the OpenAK OpenAE to grant large traffic – up to 10% of the company’s company over the company over the year after year. In exchange for the next generation AI GPU chips of the OpenAI Chipmeaker will use and assist. It makes the opening a shareholder in AMD.
The opposite of the Nvidia contract. Nvidia has invested in the launch of the AI model, made as a shareholder in the OpenAI.
Openai Microsoft has been using the Nvidia gear for years through cloud suppliers like Microsoft, Oracle OCI and Corwave, “This is the first time we are going to sell them directly,” Huang explained. He also added that his company will still supply the cloud makers to the gear.
This direct sale, which includes AI gear outside the GPUs and networking, has been intended to “prepare” Open for that day when it is called its own “self-hosted hypersisler”, “Huang. In other words, when it uses its own data centers.
However, Huang acknowledged that “there is still no money” to pay for all these gears in the open. He assumed that every gigawatt of the AI Data Center would spend “$ 50 to $ 60 billion” to cover everything from land and energy to servers and tools.
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So far, the United States has commissioned the US benefits of 10 Gigawatts through its $ 500 billion Stargate deal with OpenAI partners Oracle and Softbank in 2021. (Plus, it wrote $ 300 billion cloud deals with Oracle)))
Its partnership with Nvidia was for at least 10 GHz AI Data Centers. Its partnership with AMD was for 6 gigwats. Plus’s “Stargate UK” partnerships are involved in the UK to expand the data centers and have other European commitments. According to some estimates, OpenAI has this year 1 trillion dollars of these national dealsThe
Like the AMD Agreement, the Nvidia Agreement has been criticized for “notifications,”. Bloomberg has reportedThe Critics say that Nvidia is basically underwriting the purchases of the opening, getting AI startup stock for its efforts.
Ultman to the World: Expect more
When Huang was spreading Openai’s infrastructure requirements at CNBC, OpenAI’s CEO interviewed with Sam Altman’s Andresen Horovits A16z podcast Dropped
During the podcast, Ben Horovits, co-founder of the 16 Z, told Ultman that he was “very impressed with the improvement of the contract structure”, referring to the recent agreement. Andresen Harovits is an OpenAI investor, so it will be shocked if he is not impressed. Open has found a way to get a few billion dollars of equipment in someone else’s dime. Again and again
When asked about these recent agreements, Ultman said, “You should expect a lot more from us in the coming months.”
Ultman sees the future models of the Opeheni and the upcoming products as much more capable, which makes much more demand that “we have decided that it is time to bet on a very aggressive infrastructure,” he explained.
The problem is that today’s OPENAI END is currently nowhere near a $ 1 trillion, though it is growing rapidly in all accounts, In the news that it is reported to $ 4.5 billion In the first half of 2025.
Nevertheless, Ultman clearly believes that in the end these investments will pay for themselves. “I have never been confident on the map of the Research Road in front of us and that economic value that will also be used by them. [future] Model. ”
However, he said that the openness itself cannot go to those economic apathy.
“To make a bet on this scale, it requires a large part of our entire art or art to support it and
So stand, the technology industry. Open is still wheeling and dealing.