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

1. Nvidia's CEO announced a direct partnership with OpenAI for AI infrastructure. 2. OpenAI plans to deploy Nvidia systems requiring 10 gigawatts of power. 3. Nvidia's market cap has tripled, becoming the first $4 trillion company. 4. CEO Huang claims the partnership is incremental to existing AI collaborations. 5. Partnership aims to position OpenAI for self-operated cloud over five years.

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FAQ

Why Very Bullish?

The direct partnership with OpenAI enhances demand for Nvidia's chips, boosting revenue potential.

How important is it?

The partnership with OpenAI solidifies Nvidia's market dominance and growth trajectory in AI tech.

Why Long Term?

Sustained partnerships in AI and infrastructure development will benefit Nvidia over the coming years.

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