Industry insiders: OpenAI cooperates with Oracle and Nvidia to form a closed business loop
According to online reports, according to CCTV Finance, Nvidia plans to invest US$100 billion in OpenAI and the two parties will jointly build a data center with a scale of at least 10 gigawatts. A person familiar with the matter said that Nvidia will invest in OpenAI by acquiring non-voting shares, and OpenAI can use the funds to purchase Nvidia chips. Andrew Kitson, director of the technology industry at BMI, a subsidiary of Fitch Solutions, said that the US$100 billion Nvidia has made is not just an investment, but also a leverage, making Nvidia both a hardware supplier for OpenAI and a future source of financing for OpenAI. one. OpenAI has been difficult to transform into a fully profitable organization, and its cooperation with Nvidia provides guarantees for its long-term financial security in the future. In addition, OpenAI and Oracle previously signed a cloud computing cooperation agreement to purchase huge amounts of computing power from Oracle. As an infrastructure provider, Oracle needs to purchase large amounts of graphics processing unit (GPU) hardware from Nvidia to build a data center. Analysts believe that the three companies will thus form a new cooperation model: OpenAI purchases cloud services from Oracle, Oracle purchases graphics processing units (GPUs) from Nvidia, and Nvidia will continue to invest in OpenAI. Experts from several technology industry consulting service companies pointed out that although this cooperation has formed a closed loop of "chip-infrastructure-model" in the AI supply chain, it will not change the general trend of diversified development of the computing power market.
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