Even after Stargate, Oracle, Nvidia and AMD, OpenAI has more big deals coming soon, Sam Altman says

Nvidia CEO Jensen Huang surprised at the same moment OPENAI Competitive AMD – including his agency agreed soon Invest up to $ 100 billion Among the AI ​​model manufacturer – Sam Altman was saying that more agreements are underway.

Huang appeared CNBC Square Box Wednesday. When he knew what he knew before the AMD deal was announced, he replied, “Not really.”

TakeCrunch has previously reported, contract with AMD in Openai UnjustThe AMD AMD has agreed to allow the OpenAK OpenAE to grant large traffic – up to 10% of the company’s company over the company over the year after year. In return, the next generation of OpenAI Chipmekar will use and help the AI ​​GPU chips. It makes the opening a shareholder in AMD.

The opposite of the Nvidia contract. Nvidia has invested in the launch of the AI ​​model, made as a shareholder in the OpenAI.

Openai Microsoft has been using Nvidia gear for years through cloud suppliers like Microsoft, Oracle OCI and Corewave, “This is the first time we are going to sell them directly,” Huang explained. He also added that his company will still supply the cloud makers to the gear.

This direct sale, which includes AI gear outside the GPUs and networking, has been intended to “prepare” Open for that day when it is called its own “self-hosted hypersisler”, “Huang. In other words, when it uses its own data centers.

However, Huang acknowledged that “there is still no money” to pay for all these gears in the open. He assumed that every gigawatt of the AI ​​Data Center would spend “$ 50 to $ 60 billion” to cover everything from land and energy to servers and tools.

So far, OpenAI has commissioned 10 GHz valuable US benefits through its $ 500 billion Stargate deal with its partner Oracle and Softbank in 2021. (Plus, it wrote $ 300 billion cloud deals with Oracle)))

Its partnership with Nvidia was for at least 10 GHz AI Data Centers. Its partnership with AMD was for 6 gigwats. Plus’s “Stargate UK” partnerships are involved in the UK to expand the data centers and have other European commitments. According to some estimates, OpenAI has this year 1 trillion worth of dollars for such dealsThe

Like the AMD Agreement, the so -called “notification of the Nvidia Agreement, has been criticized for being. Bloomberg has reportedThe Critics say that Nvidia is basically underwriting the purchases of the opening, getting AI startup stock for its efforts.

Ultman to the World: Expect more

When Huang was spreading Openai’s infrastructure requirements at CNBC, OpenAI’s CEO interviewed with Sam Altman’s Andresen Horovits A16z podcast Dropped

During the pod, Ben Horovits, co-founder of A1 16 Z, told Ultman that he was “very impressed with the improvement of the deals structure”. A1 16 Z is an OpenAI investor, so if he is not fascinated it will be shocked. Open has found a way to get a few billion dollars of equipment in someone else’s dime. Again and again

When asked about these recent agreements, Ultman said, “You should expect a lot more from us in the coming months.”

Ultman sees the future models of the Opeheni and the upcoming products as much more capable, which makes much more demand that “we have decided that it is time to bet on a very aggressive infrastructure,” he explained.

The problem is OPENY OPENY ARE NEVER NEVER NEVER near a $ 1 trillion today, although it is on all accounts, is growing fast, In the news that it is reported to $ 4.5 billion In the first half of 2025.

Nevertheless, Ultman clearly believes that in the end these investments will pay for themselves. “I have never been confident on the map of the Research Road in front of us and that economic value that will also be used by them. [future] Model. ”

However, he said that the openness itself cannot go to those economic apathy.

“To make a bet on this scale we need a large part of the whole industry or art, and to support it

So stand, the technology industry. Open is still wheeling and dealing.