OpenAI Inc. became a trending company among influencers on ‘X’ this week due to a significant strategic partnership with NVIDIA, involving an investment of up to $100 billion. The scale of this project, involving 10 gigawatts of NVIDIA systems and millions of GPUs, has captured the attention of influencers, highlighting the immense capital expenditure required for advanced AI development and the critical role of specialized hardware. The deal’s magnitude and its implications for the future of AI infrastructure are the primary drivers behind OpenAI’s prominence in influencer discussions, reveals the Social Media Analytics Platform of GlobalData, a leading data and analytics company.
Shreyasee Majumder, Social Media Analyst at GlobalData, comments: “Influencers largely view the NVIDIA-OpenAI partnership as a strategic move that secures vital compute for OpenAI’s advanced AI development and accelerates progress towards artificial general intelligence (AGI), seeing it as a mutually beneficial cycle for AI growth. Some foresee immense potential, comparing the current AI boom to significant technological shifts.”
Below are a few popular influencer opinions captured by GlobalData’s Social Media Analytics Platform:
“The Nvidia/OpenAI deal is another validation moment for the AI Revolution and the trillions ahead being spent. While there are worries about an “AI Bubble” and stretched valuations we continue to view this as a 1996 Moment for the Tech World and NOT a 1999 Moment”
“OpenAI: we can’t afford compute anymore, so we’re trading a stake in our company for NVIDIA capacity NVIDIA: the more that OpenAI popularizes our chips, the more we can charge everyone for the chips we’ll use those profits to give compute to openAI for free”
“For both $NVDA and OpenAI, the $100B $NVDA investment is perfect: 1. For OAI, the biggest question was how they were going to raise the future +$300B as the valuation is already very high, and the cash burn for the next few years is projected to be crazy. On top of it, there is not that much VC money at that size. $NVDA, because of their other motivations in this deal, will also not be very demanding when it comes to the valuation, I would bet… ”
“The $100B OpenAI deal is risk-free for Nvidia: OpenAI will pay for GPUs partly in stock, by less than the profit margin. Nice move, Jensen.”
“And scene…OpenAI and NVIDIA announced a letter of intent for a landmark strategic partnership to deploy at least 10 gigawatts of NVIDIA systems for OpenAI’s AI infrastructure to train and run its next generation of models on the path to deploying superintelligence. To support this deployment including data center and power capacity, NVIDIA intends to invest up to $100B in OpenAI as the new NVIDIA systems are deployed…”
