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Nvidia & OpenAI: Negotiation or Rift?
3 Feb
Summary
- Nvidia CEO Jensen Huang confirmed intent for a huge investment in OpenAI.
- OpenAI is exploring alternative AI chip suppliers for about 10% of needs.
- Sam Altman stated OpenAI is a long-term, major customer for Nvidia chips.
Reports have surfaced questioning the strength of the partnership between Nvidia and OpenAI, following claims that Nvidia is delaying a substantial investment of up to $100 billion in the AI developer. Nvidia's CEO, Jensen Huang, has since clarified that the company intends to make a 'huge investment' in OpenAI, though specific details on the amount remain undisclosed.
Further complicating the narrative, OpenAI has reportedly expressed dissatisfaction with some of Nvidia's recent artificial intelligence chips. The ChatGPT developer is seeking to diversify its hardware sources, exploring alternatives for approximately 10% of its inference computing needs. Inference is the critical process by which AI models generate responses.
OpenAI CEO Sam Altman has publicly addressed these rumors on social media platform X, stating, 'We love working with NVIDIA and they make the best AI chips in the world. We hope to be a gigantic customer for a very long time. I don't get where all this insanity is coming from.' This statement aims to assuage concerns about a significant rift.
