Jensen Huang explains why Nvidia's latest partnership with OpenAI is different

According to CNBC’s Jim Cramer, Jensen Huang, the CEO of Nvidia, said the company has entered its first ever direct partnership with OpenAI, changing how the ChatGPT maker will get its ￰0￱ explained the deal on Tuesday during the CNBC Investing Club’s Monthly Meeting at the New York Stock Exchange, adding that OpenAI will now buy Nvidia systems straight from the company instead of through cloud providers. “This is a partnership that, for the first time, OpenAI is going to buy directly from us,” Jensen said. “Usually…a cloud service provider buys from us, and they rent from a cloud service ￰1￱ so now it’s going to be a direct partnership.” The deal is backed by numbers that show just how large it ￰2￱ announced in September that it plans to invest up to $100 billion into OpenAI to build out artificial intelligence data ￰3￱ companies said the systems will require 10 gigawatts of ￰4￱ told CNBC that this amount of energy is the same as running between 4 million and 5 million ￰5￱ puts OpenAI on track to run its own computing infrastructure rather than relying on someone else’s ￰6￱ signs direct AI infrastructure deal The partnership comes as both Nvidia and OpenAI are driving the current AI ￰7￱ for Nvidia’s chips began three years ago when OpenAI first released ChatGPT, which introduced generative AI to millions of ￰8￱ then, Nvidia’s market cap has more than tripled, reaching over $4 trillion and making it the most valuable company on the ￰9￱ told Cramer that the OpenAI deal is “incremental” compared to Nvidia’s earlier partnerships with Oracle and CoreWeave, because this time OpenAI will run its own data centers.

“We’re going to help them build an AI infrastructure that they operate themselves … and really set them up for, you know, five years out, when they’re going to operate their own cloud anyhow,” Jensen ￰10￱ the conversation, Jensen and Cramer also talked about China, global trade, and competition with rivals like AMD and ￰11￱ focus stayed on the scale of the OpenAI agreement, which changes how these massive AI operations are set up. Intel, facing its own challenges, is preparing to show technical details about its next laptop chip called Panther ￰12￱ people briefed on the matter allegedly told Reuters that the company will release the information on ￰13￱ Lake is the first Intel chip built fully with its 18A manufacturing process, a technology the company has spent billions ￰14￱ will power high-end laptops and is part of Intel’s push to recover ground lost to ￰15￱ prepares Panther Lake rollout Intel ran hours of technical briefings and factory tours in Arizona last week to present the new Panther Lake microarchitecture to analysts and ￰16￱ briefings included details about redesigned graphics cores, processor cores, and a new AI ￰17￱ Lake will be the first large-scale Intel product made with ￰18￱ previous generation, called Lunar Lake, was made mostly by Taiwan Semiconductor Manufacturing ￰19￱ said Panther Lake will be available in early 2026, and it will use 30% less energy while delivering a 50% boost in certain data-processing ￰20￱ pressure on Intel is ￰21￱ company reported a $2.9 billion loss in the second ￰22￱ also said it could suspend its planned 14A process if it failed to secure a ￰23￱ August, President Donald Trump called for Intel CEO Lip-Bu Tan to ￰24￱ sparked new investment into the ￰25￱ secured money from SoftBank Group and Nvidia, while the White House agreed to convert a CHIPS Act grant into a 9.9% equity stake in Intel after Tan met with Trump and ￰26￱ smartest crypto minds already read our ￰27￱ in?

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