The construction of large -scale GPU farms, or AI factories is fully swinging, and through all accounts, the NVIDIA is sitting in the pole position. Flush, California GPU company Santa Clara, with growing cash from GPU sales, is looking for investment that can generate a return and keep the good cycle vibrant. After that, what is the better place to invest in your own hypertensive users than users?
It seems that this day is the logic behind the news of an important alliance between NVIDIA and Openi, in which GPU Dev can invest up to $ 10 billion in AI firm so as part of the AI data center infrastructure plan to make 10 gigwatts.
NVIDIA investment in the open is linked to the inauguration of new data centers, which is measured in the power capacity. The first phase of the data center’s capacity becomes the first phase of coming online in the second half of 2026, and NVIDIA’s new Vera Rubin will use GPU-CPU Superichips.
Investing in Openia is less than a week after a week when it is taking $ 5 billion shares in Intel as part of the project, which will be adopted by Intel to NVIDIA’s NVLink technology for future data center superchops that connect the GPUs and CPUs on the same death. The two companies also announced that they would cooperate in using NVLink for a new generation of consumer grade chips that would fuse NVIDIA GPU RTX chips on Intel Board.
NVIDIA CEO Jenson Huang provides the first DGX system to Open in 2016
In an interview CnbcJensen Huang, the founder and CEO of Newodia, discussed his vision for the AI’s future.
Huang said, “This is very early where every word, every interaction, every icon and video we experience through the computer, somehow is referred to or quoted by AI.” Cnbc. “It will somehow be touched by the AI. So all our computing experiences, in every industry, will be strengthened by the AI in every industry.”
Huang said that there was never an engineering plan like a 10 -gigat in the scope of the statistics center as it would cooperate to build NVIDIA and Open.
“This is the first 10 GW, of course, it looks like a big move, but there is no question that AI is a change for every industry,” he said. “But the important thing is that AI infrastructure will be everywhere and it will strengthen computing experiences for everyone every day. And it is just going to happen everywhere.”
Openai unveiled the GPT5 about a month ago, which marked the company’s first new LLM after releasing the GPT -4 in the spring of 2023. However, a new model, which introduces a built -in controller that will automatically root user requests for standard GPT or to argue the sub -model, it has been welcomed.
With 700 million weekly consumers, Openi is looking for ways to earn its investment and AI investment. The company raised $ 8.3 billion last month, raising $ 40 billion in a venture capital round earlier this year, valued at $ 300 billion.
Open, who used the NVIDIA GPUS and was the first user for NVIDIA’s new DGX system in 2016, has not publicly revealed the things that come after the GPT-5. In this announcement, the two companies say the openness is on the way to the “superteantaline” supply. Companies said more information about the partnership will be released in the coming weeks.
Immediately after the announcement, NVIDIA’s stock increased by about 3.5 %. Market capitalization for the world’s most valuable company increased by about $ 150 billion.
This article first appeared on our sister’s publication, HPCWIRE.
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