The AI industry is experiencing a historical moment: Nvidia and Openai bundle their strength in a 100 billion dollar deal.
• Nvidia invests $ 100 billion in Openai
• Parallel chip partnership Openai-Broadcom for your own 3NM-KI processors
• Analysts: Competition in the AI hardware market is intensified
A announced mega investment gave Nvidia a course jump of up to 4.5 percent on Monday and a record high at $ 184.55. Most recently, the course was 3.93 percent higher than the previous day and at $ 183.61 just below the all -time high.
With an investment of up to $ 100 billion, the chip group wants to secure space in the future data centers of the Chatgpt developer Openai. The companies should be supported with the investment of building new AI data centers with NVIDIA technology and their energy supply. NVIDIA is a central supplier of chip systems for training and operation of software with artificial intelligence (AI).
Gradually investment
Up to $ 100 billion (currently around 85 billion euros) is to be invested gradually. “The first phase” will “go online” in the second half of 2026 with the use of chip systems of the new Nvidia platform Vera Rubin. According to information from the Bloomberg news agency, Nvidia should also get a participation in Openaai.
The Chatbot Chatgpt triggered the hype for artificial intelligence in November 2022. It is the most used AI software with currently more than 700 million weekly active users.
Nvidia chips became a key technology in artificial intelligence. Large AI developers spend billions and fill entire data centers with it. The agreement with Openaai ensures Nvidia the role as the heart of future data centers of the Openai inventor.
At the same time, it was announced that Openai has entered into its own chip partnership with Broadcom in order to develop specialized AI chips based on 3NM technology from TSMC exclusively for your own calculation centers from 2026. These chips are to be used in particular for inference tasks, while Nvidia-GPUs are still used to train the models. The aim is to reduce the costs and reduce the dependency on Nvidia.
Long -term perspective and uncertainties
It remains to be seen whether the partnerships and chip projects permanently change the balance of power in the AI hardware market. Analysts expect Nvidia to have already published two new GPU generations until Broadcom/Openai’s planned chip premiere. The competition in the AI hardware area will remain intense; Everyone involved tries to gain more control over their own “silicone strategy”[.
Conclusion
The Nvidia Openai partnership marks a new major project in the field of AI infrastructure with enormous investment volume and strategic importance. At the same time, Openai is expanding its independence with its own chip initiatives, which further fueled the competition for AI hardware.
The NVIDIA share temporarily gains 3.63 percent to $ 183.08 at Nasdaq, and Broadcom also goes to $ 341.32. Redaktion finanzen.net with dpa (afx)
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