NVIDIA Says OpenAI Committed To Substantial Deployments Of NVIDIA AI Infrastructure Through 2030; Each Generation Of NVIDIA AI Factory Systems Deployed At Ports-Pike Could Represent About 1.5M NVIDIA GPUs, Or About $150B To $200B In NVIDIA Revenue; Guarantee At Ports-Pike Effective In Phases As Data Centers Open 2028-2030; OpenAI Commitments Represents Roughly $600B Of NVIDIA Compute Through 2030
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Why It Matters
OpenAI promised to buy a huge amount of NVIDIA's AI computer chips over the next several years, which shows big companies really need this technology. When companies make long promises like this, it hints that NVIDIA's products are super important and people want them.
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Source: Benzinga · Read the original report at the publisher. Headline and figures shown for context; data may be delayed.
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