Overview

• Jensen Huang announced an expanded, direct collaboration to help OpenAI construct its own AI infrastructure spanning chips, software and systems.
• Nvidia said its existing OpenAI-related work through Microsoft Azure, Oracle Cloud Infrastructure and CoreWeave remains under contract and in execution.
• Huang described developing capacity projects with OCI, OpenAI and SoftBank targeting multi‑gigawatt power levels, characterizing them as upcoming builds.
• He cited simultaneous exponential growth in OpenAI’s user base and compute intensity as the drivers for a larger, multi-layer infrastructure push.
• Huang predicted OpenAI could become a multi‑trillion‑dollar company and acknowledged regret that Nvidia did not invest more in its early days.