Eugene Zhao 赵方舟 Tel: (86) 178 9848 1530 23 Sep 2025 SFC CE: BUC831 环球富盛理财有限公司 NVIDIA (NVDA US, Buy/TP$225) $100bn investment in OAI bringing back $35bn revenue per year Comments ➢ $100bn investment in OAI bringing back $35bn per year: OpenAI and NVIDIA announced strategic partnership to deploy 10 Gigawatts of AI DCs with NVIDIA systems in coming years. To support the partnership, NVIDIA intends to invest up to $100 billion in OpenAI progressively as each gigawatt is deployed. The first gigawatt of NVIDIA sy ...

OpenAI and NVIDIA OpenAI and NVIDIA today announced a letter of intent for a landmark strategic partnership to deploy at least 10 gigawatts of NVIDIA systems for OpenAI’s next-generation AI infrastructure to train and run its next generation of models on the path to deploying superintelligence. News Strategic partnership enables OpenAI to build and deploy at least 10 gigawatts of AI data centers with NVIDIA systems representing millions of GPUs for OpenAI’s next-generation AI infrastructure.To support ...