Strategic Alliance

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.

Zhaoxin, a key player in China’s silicon arena, and Kylin Software, a leading operating system provider, have formed a strategic alliance. This collaboration aims to optimize computing infrastructure through full-stack integration, improving performance, and bolstering AI application support. Zhaoxin’s CPUs are now fully compatible with Kylin, which are set to be deployed in numerous Zhaoxin-based systems. Zhaoxin’s IPO on the STAR Market is poised to raise significant funds for further development.