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Nvidia Partners with OpenAI, Eyes AI Dominance

10/8/2025

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Summary

Story summary

Nvidia's first direct partnership with OpenAI: OpenAI will buy directly from Nvidia, requiring 10 gigawatts for its AI data centers.
Jensen Huang says Nvidia's guidance assumes zero revenue from China; China revenue would be a bonus.
Huang cites a new $5 billion Intel partnership; with Nvidia's stock surging, Huang ranks among richest and remains confident in long-term AI leadership.

History

Historical Context

The U.S. government's 2016 National Artificial Intelligence Research and Development Strategic Plan marked a pivotal moment in AI development, highlighting its potential. OpenAI's recent partnership with Nvidia to purchase 10 gigawatts of computing power reflects a broader trend of tech companies investing heavily in AI infrastructure, as evidenced by Nvidia's stock surge and the increasing demand for advanced AI capabilities.

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Story summary

Nvidia's first direct partnership with OpenAI: OpenAI will buy directly from Nvidia, requiring 10 gigawatts for its AI data centers.
Jensen Huang says Nvidia's guidance assumes zero revenue from China; China revenue would be a bonus.
Huang cites a new $5 billion Intel partnership; with Nvidia's stock surging, Huang ranks among richest and remains confident in long-term AI leadership.

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