Nvidia despliega $100 mil millones para OpenAI: centros de datos masivos impulsados por GPU
La apuesta tecnológica del siglo está sobre la mesa.
Nvidia acaba de comprometer una inversión histórica que redefine el panorama de la inteligencia artificial.
La carrera por la supremacía de GPU
Los $100 mil millones destinados a OpenAI representan la mayor apuesta corporativa en infraestructura de IA jamás registrada. Las unidades de procesamiento gráfico se convierten en el nuevo petróleo de la economía digital.
Centros de datos a escala industrial
La inversión financiará complejos de computación capaces de procesar modelos de lenguaje a niveles sin precedentes. Cada centro funcionará con miles de las GPU más avanzadas de Nvidia.
El impacto en los mercados
Mientras los ejecutivos celebran con champán, los traders ya ajustan sus portafolios. Porque en el mundo de las finanzas, $100 mil millones en GPUs solo significa una cosa: alguien más pagará la factura eventualmente.
La revolución de la IA acaba de encontrar su combustible principal.
The funding will roll out progressively
The companies said the funding will roll out “progressively” as new capacity is built, and that Nvidia will be a “preferred” supplier of chips and networking gear. Nvidia leads the market for AI accelerators, but it faces rising competition from Advanced Micro Devices and from cloud providers that are building their own chips and tightly integrated systems.
Huang told investors in August that it takes between $50 – $60 billion to construct a data center with one gigawatt of capacity, and almost $35 billion is linked to Nvidia chips and systems.
The first phase of the new buildout is scheduled to come online in Q2 2026, using Nvidia’s next-generation Vera Rubin systems.
Nvidia’s move follows a recent secondary sale that valued OpenAI at $500 billion, backed by a roster of investors. Microsoft was one of OpenAI’s early backers and has a strategic pact to bring OpenAI models to its Azure cloud and Microsoft Office. Thrive Capital and Softbank are also major investors in OpenAI.
The Nvidia-OpenAI effort will complement infrastructure work underway with Oracle, Microsoft, the Stargate project, and SoftBank. In the CNBC interview, Altman described Microsoft and Nvidia as “passive” investors and as two of OpenAI’s “most critical partners.”
Huang said Nvidia’s investment is “additive to everything that’s been announced and contracted.” He told CNBC that the plan sits on top of what Nvidia has already told Wall Street to expect.
While this commitment far exceeds Nvidia’s earlier outlays, the company has been spending widely across the AI landscape. According to an earlier Cryptopolitan report, Nvidia’s AI spending is expected to reach $1.5 trillion in 2025.
Last week, Nvidia announced that it took a $5 billion Intel stake and that they would collaborate on AI chips. Nvidia has also invested $700 million in Nscale, a UK-based data center startup.
According to a CNBC report from Thursday, Nvidia spent more than $900 million to bring the CEO of Enfabrica, Rochan Sankar, on board, along with other employees from the firm, and license Enfabrica’s technology.
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