Hardware Acquisition

OpenAI and Nvidia are reportedly discussing a potential $100 billion partnership, with Nvidia supplying at least 10 gigawatts of hardware and investing significantly in OpenAI. This collaboration aims to bolster OpenAI’s AI infrastructure for advanced model training, utilizing Nvidia’s Vera Rubin platform starting in 2026. The deal raises concerns about competition, potentially solidifying Nvidia and OpenAI’s dominance. OpenAI seeks to secure computational resources crucial for AI development, while also exploring custom chip solutions. The partnership is under scrutiny for potential circular funding and antitrust implications.