OpenAI erweitert Standorte - Nvidia erhöht Beteiligung massiv

KI-Riese OpenAI expandiert global - Nvidia pusht Investment in KI-Infrastruktur.

Strategische Expansion

OpenAI rollt neue Rechenzentren aus - gleichzeitig stockt Chip-Champion Nvidia seine Anteile auf. Ein Machtmove, der die KI-Landschaft neu ordnet.

Nvidias Kapitalkraft

Der GPU-Hersteller nutzt seine Marktposition, um in die vielversprechendste KI-Technologie zu investieren. Analysten sehen darin eine Wette auf die nächste Generation neuronaler Netze.

Infrastruktur-Wettrüsten

Das Duell um KI-Vorherrschaft heizt sich auf - während traditionelle Finanzinstitute noch über Blockchain diskutieren, bauen Tech-Titanen bereits die nächste Plattform.

OpenAI adds more sites, Nvidia ramps up stake

OpenAI said in a blog post, “The combined capacity from these five new sites—along with our flagship site in Abilene, Texas, and ongoing projects with CoreWeave—brings Stargate to nearly 7 gigawatts of planned capacity and over $400 billion in investment over the next three years.”

That’s not the ceiling. OpenAI is aiming for 10 gigawatts in total and might spend as much as $500 billion to get there. These numbers are way beyond what anyone thought possible just a year ago.

CoreWeave’s stock (CRWV.O) reacted to the announcement by cutting early trading losses. It ended up down about 4% in premarket hours. Reuters was the first to report the new expansion.

Meanwhile, Nvidia is pushing deeper into this mess. It announced plans this week to invest up to $100 billion in OpenAI and send over massive shipments of data-center chips. That gives Nvidia a financial stake in one of its biggest clients, which is already stirring up antitrust concerns.

But Nvidia isn’t just betting on OpenAI. It also owns more than 5% of CoreWeave. The chipmaker has been backing the AI cloud provider with both cash and chips. In return, CoreWeave signed a $6.3 billion order with Nvidia this month for hardware. The terms of that deal guarantee Nvidia will buy any extra cloud space from CoreWeave that doesn’t get sold to customers.

Now, between OpenAI’s Stargate plan, Oracle’s sites, SoftBank’s additions, CoreWeave’s supply guarantees, and Nvidia’s double investment, every player is stacking contracts like poker chips. None of them is folding.

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