Bloomberg Tech Nvidia, OpenAI Make $100 Billion Data Center Deal
Sep 23, 2025
Nvidia is making waves with a jaw-dropping $100 billion investment in OpenAI for data centers, raising questions about AI industry's sustainability. Snowflake's CEO introduces a new standard to enhance data access for generative AI. Meanwhile, TikTok's potential acquisition faces hurdles as U.S. China tensions escalate. The discussion also touches on the need for U.S. tech leadership, with calls for more semiconductor manufacturing and government-supported investments to compete globally.
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Huge Investment Tied To Hardware Demand
- NVIDIA's $100 billion commitment to OpenAI is massive but paid out incrementally tied to GPU purchases and data center capacity.
- Spreading investment over years can align massive headline numbers with actual hardware deployment and demand.
Funding Gap Versus Investor Optimism
- Bain warns AI industry revenue may fall short of compute funding needs by 2030, highlighting a potential funding gap.
- Investors and companies still show growing enthusiasm, betting future revenues will catch up to infrastructure spending.
Broaden AI Exposure Beyond Mega-Caps
- Diversify beyond the Big Tech names when investing in AI to capture the broader ecosystem's winners.
- Look for semiconductor, data-owners, and infrastructure companies that feed the AI value chain.