NVIDIA and OpenAI announced a large strategic alliance last September. The green giant would invest 100 billion dollars for OpenAI’s artificial intelligence infrastructure, including GPU accelerators and other important components of the technology stack, cooling systems, high-speed networks, as well as software optimized for handling AI workloads.
The agreement seemed to be beneficial for both parties. NVIDIA would sell millions of its cutting-edge AI chips to OpenAI, further bolstering its presence in data centers, while OpenAI would secure the funding needed to expand its AI infrastructure. However, despite the initial optimism, the agreement now faces serious setbacks.
It’s only been a few months and the announced alliance doesn’t seem so consistent. NVIDIA CEO Jensen Huang has stated that the chipmaker you have no obligation to invest in OpenAI,
In statements to the press in Taipei, Huang clarified that the figure of 100 billion dollars It was never a commitment. “They invited us to invest up to $100 billion, and of course we were very happy and honored to be invited, but we will invest step by step”assured the executive in statements very different from those of the bombshell announcement of the agreement.
NVIDIA and OpenAI, doubts
Coinciding with the clarifications of the head of NVIDIA, The Wall Street Journal reported on Friday that some direct within NVIDIA have expressed doubts about the agreement and that talks between the companies have not advanced beyond the initial stages. “Now, both parties are reconsidering the future of their collaboration”which calls into question the alliance and the equity investment of tens of billions of dollars as part of OpenAI’s current funding round.
Taiwanese media also claim that the CEO of NVIDIA criticized the “lack of discipline in OpenAI’s business approach” and expressed his concern over OpenAI competition with Google and Anthropic. And the movements around artificial intelligence are as intense as they are changing.
Last week the collapse of Microsoft shares and the loss of $440 billion in market capitalization made global news. Investors are increasingly skeptical about Microsoft’s artificial intelligence strategy. This skepticism extends to other large technology companies as a greater number of analysts continue to warn of the AI bubble. Not because of the revolution that these technologies may bring in the future, but because of the excessive acceleration of their control that many describe as unsustainable.
OpenAI is the star firm of the AI revolution since it launched ChatGPT, but it has become a money “burning” machine on an industrial scale. Doubts about the NVIDIA and OpenAI alliance are a consequence of doubts
