Part 3/10:
For OpenAI, this investment isn't just about hardware; it’s about achieving independence and scalability. Already, OpenAI heavily relies on external hyperscalers like Microsoft for compute resources. With Nvidia’s backing—potentially funding the buildout of 10 gigawatts of dedicated capacity—OpenAI may significantly reduce its dependence on third-party cloud providers.
Greg, a key player in OpenAI, highlighted that building infrastructure is vital for delivering on the burgeoning demand for AI services. He noted that industry demand for AI capabilities outstrips supply, constraining current offerings and limiting potential breakthroughs, such as utilizing AI to cure diseases or provide global education.