Новый стратегический альянс: Nvidia и OpenAI погрузятся в революцию искусственного интеллекта с инвестициями в $100 млрд New Strategic Alliance: Nvidia and OpenAI Dive into the AI Revolution with $100 Billion Investment

Nvidia Corporation and OpenAI have signed a strategic partnership memorandum with a total investment amount of up to $100 billion.

According to Bloomberg, the funding will be allocated in phases, with the initial $10 billion being released upon the signing of the agreement. As part of this deal, Nvidia will acquire equity in OpenAI.

The partners plan to deploy data centers boasting a capacity of 10 GW, aiming to tackle a primary limitation in the industry: the shortage of computational resources for training complex models.

With the expansion of its infrastructure, OpenAI intends to advance cutting-edge functionalities, ranging from complex logical reasoning and multimodal data processing to systems for in-depth document analysis. Both parties believe that this will not only reduce the costs of AI-based solutions but also accelerate their transition from labs to real-world applications.

In an interview with CNBC, Nvidia’s CEO Jensen Huang described the deal as a groundbreaking achievement in the field of artificial intelligence.

«We are on the brink of an industrial revolution in AI,» he stated.

OpenAI’s co-founder and CEO Sam Altman emphasized that the new computational infrastructure will serve as a foundation for the future economy.

«Everything starts with computation. Our collaboration with Nvidia aims to achieve new breakthroughs in artificial intelligence and their widespread implementation for individuals and businesses,» he added.

Company president Greg Brockman confirmed plans to scale the benefits of the technology for a broad user base.

The first phase of the project is expected to commence operations in the second half of 2026 on Nvidia’s Vera Rubin platform.

Deploying 10 GW of computational power is a complex and far from environmentally friendly task.

According to energy consultancy 174 Power Global, up to 40% of the energy consumption of such a facility may be dedicated to cooling systems.

Deloitte experts warned that by the end of 2025, data centers will account for about 2% of global electricity consumption (536 TWh). Demand from energy-intensive AI could escalate this figure to over 1000 TWh by 2030.

According to UN estimates, queries to ChatGPT consume ten times more energy than a Google search. Additionally, the amount of water needed for cooling data centers is comparable to six times the total water consumption of Denmark.

Research from the Institute for Energy and Environment showed that in 2018, the United States had 1,000 data centers with a combined consumption of 11 GW (1.9% of the total electricity use in the U.S. and 31.5 million tons of greenhouse gas emissions). By 2025, their number exceeded 5,000.

«As the proliferation of data centers continues, their contribution to carbon emissions is steadily increasing. According to a 2024 study, the carbon footprint of these facilities reached 105 million metric tons—around 2% of total U.S. emissions, compared to 31.5 million tons in 2018,» experts noted.

It is worth mentioning that in July, Meta announced the construction of a 5 GW data center.