SourceSecuring the Infrastructure of Intelligence
By providing necessary physical infrastructure, NVIDIA allows AI labs to scale their compute power despite financial balance sheet limitations. This enables these companies to accelerate the development of AI intelligence and products for users.
- Provides an initial 4.25 gigawatts of AI factory capacity with potential extension to 8 gigawatts.
- OpenAI will build and operate an AI factory powered by NVIDIA's DSX platform including GPUs, CPUs, networking, and software.
- Each deployed generation represents approximately 1.5 million GPUs and $150B to $200B in NVIDIA revenue over 20 years.
- OpenAI commitments represent roughly 12 to 16 gigawatts and up to $600 billion in NVIDIA compute through 2030.