Nvidia Is Set to Get a Big Boost From OpenAI. Here’s How Much.
1. Future gigawatt-scale data centers will cost around $50 billion to build. 2. OpenAI plans multiple gigawatt capacity data centers, boosting Nvidia hardware demand. 3. Nvidia forecasts $3 trillion to $4 trillion annual AI infrastructure spending by 2030. 4. Analysts now expect sustained demand growth for AI models beyond 2025. 5. OpenAI's Project Stargate indicates substantial investments in AI infrastructure.