Following its decision to invest $10 billion into Intel, Nvidia has gone ten times bigger with its latest collaboration with OpenAI. The announcement of a $100 billion deal with the ChatGPT creator has gotten people talking (and seen Nvidia’s shares rising by around 4%). But don’t worry, Nvidia says this wont have a impact on GPU supply.

The $100 billion deal in question will be used to build data centers powered by Nvidia’s GPUs, which have long been the go-to for AI firms – though we’re starting to see them fall out of favor in China. Regardless, Nvidia is aiming to building 10 gigawatts of AI systems in data centers as part of this deal, with OpenAI treating Nvidia as the preferred source for hardware – but not exclusively. OpenAI is free to source hardware from elsewhere, if they so wish.

The deal won’t impact GPU supply

In response to outreach from Tom’s Hardware, an Nvidia spokesperson replied to confirm that there should be no supply bottleneck. It’s difficult to say this promise can be held 100%, giving the massive commitment to new AI data centers, so time will have to tell.

“Our investments will not change our focus or impact supply to our other customers – we will continue to make every customer a top priority, with or without any equity stake,”

Nvidia spokesperson, via Tom’s Hardware

Nvidia’s status as the largest company by market cap has given Team Green a whole lot of power in the AI industry. Even still, other players such as AMD have been busy in creating AI hardware, but the lack of an ecosystem on the level Nvidia’s CUDA certainly harms it; ROCm is much less mature.

As such, Nvidia has already been powered many of the world’s leading AI software, including xAI’s chatbot Grok. In an attempt to move away from Nvidia’s near-monopoly status, major firms such as Microsoft, Amazon, and Google, are keen on developing their own AI hardware, though all three companies still rely on Nvidia AI technologies for the time being.

About the Author

Jack Goodall

At PC Guide, Jack is mostly responsible for reporting on hardware deals. He also specializes in monitors, TVs, and headsets and can be found putting his findings together in a review or best-of guide.