Source: Cailian
Financial Union, October 9 (Editor Huang Junzhi) Just as giants such as Nvidia and AMD have reached huge deals with OpenAI, a leader in artificial intelligence (AI), Sam Altman, CEO of OpenAI, recently threatened that more such deals are in the works.
Asked about these recent deals, Altman said, “You should expect more from us in the coming months.”
He believes that the future model of OpenAI and other upcoming products will be more powerful, thus driving more demand.Oltman explained: “We have decided that now is the time to make a very positive infrastructure investment.”
OpenAI appears to have found a way to get billions of dollars in devices with someone else's money. But some analysts pointed out that the problem is that OpenAI's current revenue is far from reaching US $1 trillion, although from the perspective of all parties, its revenue is growing rapidly, reportedly reaching US $4.5 billion in the first half of 2025.
However, Altman clearly believes that all of these investments will eventually pay off.
"I've never been more confident in the research roadmap that is in front of us, and the economic value of using these (future) models," he said.
But at the same time, he also noted that OpenAI can't achieve all this economic prosperity on its own.
"To make a bet of this size, we need the support of the entire industry, or a large proportion of the industry (participants). This is from the level of electrons to the model distribution and everything in between, which is a lot. So we're going to work with a lot of people,"Altman said, predicting more deals in the coming months.
As a background, OpenAI and chip giant AMD announced a huge computing power infrastructure agreement on Monday. The two companies will cooperate to deploy a total of 6 GW of computing power. As the scale of computing power deployment expands and other conditions are met, OpenAI can Acquire approximately 10% of AMD's equity through exercise.
In September this year, Nvidia and OpenAI announced that they had reached a 10 GW computing power cooperation. The former is expected to invest US $100 billion in OpenAI to provide the latter with cash to purchase computing power equipment.
As a result, it is not difficult to see that the nature of the two transactions is very different.AJ Bell’s market director Dan Coatsworth noted that AMD’s award of the OpenAI certificate gives OpenAI the power to influence future company strategic decisions, while for NVIDIA, OpenAI is just a customer, not a shareholder.
By 2025, OpenAI has deployed 10 megawatts of facilities in the U.S. through a $50 billion Stargate agreement with partners Oracle and SoftBank, and has also signed a $300 billion cloud computing agreement with Oracle.
It is estimated that OpenAI has signed such deals worth $1 trillion this year.
(Funding company 黄君芝)