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Is the AI boom a bubble waiting to burst? Dive into the economic forces shaping our future, from inflation to the limits of central banks.

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Nvidia and OpenAI Up the AI Stakes with $100B Deal

Nvidia and OpenAI Up the AI Stakes with $100B Deal

Duration: 00:21:25
September 24, 2025
  • The $100 billion deal between Nvidia and OpenAI will have Nvidia providing approximately 4 to 5 million GPUs through its Vera Rubin platform, to meet OpenAI's explosive computing demands.
  • OpenAI's President, Greg Brockman, envisions a future where every person has a dedicated GPU, highlighting the massive compute needs to develop proactive AI agents.
  • This AI infrastructure project cements Nvidia's position in the AI revolution and is expected to drive growth across the wider chip industry and cloud infrastructure sectors, potentially reaching trillions of dollars in value.