IA: NVIDIA invests 100 billion in OPENAI

In the global battle to dominate artificial intelligence, calculation power has become the new currency of exchange. Nvidia is preparing to inject up to $ 100 billion in Openai to build one of the most ambitious IA infrastructure ever designed. This partnership marks a turning point, because the time is no longer for laboratory promises, but for the massive industrialization of AI. Such an initiative could rebound the cards in the sector and redefine technological power relations on a global scale.

An IA infrastructure at 100 billion: Nvidia accelerates the cadence

While the United Kingdom is based on the American firm to build its IA infrastructure, Nvidia has just revealed having signed a letter of intent to build a colossal IA infrastructure in partnership with Openai, up to $ 100 billion. This historic project aims to deploy 10 gigawatts of calculation capacity, a power equivalent to that consumed by several million households.

This partnership marks a new step in Nvidia's strategy, which goes from technological supplier to strategic investor. “The request for calculation power explodes”said Jensen Huang, CEO of the company. “This partnership aims to build an infrastructure that allows AI to get out of laboratories and enter the real world. It is the industrial revolution of AI that arrives ” he added.

Following this announcement, The NVIDIA (NVDA) action jumped 4 %reaching $ 184.16, a sign of market enthusiasm for this unprecedented alliance.

The contours of the agreement reveal progressive financial commitments and a ramp -up planned over several years. Among the key elements to remember:

• A first bran of $ 10 billion will be invested as soon as the agreement is signed;

• Nvidia will receive shares in Openai, making it a direct player in the development of AI;

• Data centers will be equipped with millions of NVIDIA GPU, including the Vera Rubin platform, thought for future AI models;

• The first slice of 1 Gigawatt should be operational in the second half of 2026;

• This project is continuing the Stargate program, also supported by Microsoft and Oracle, aimed at building a global infrastructure dedicated to generative AI;

• Sam Altman, CEO of Openai, praised this advance: “This is the fuel we need to improve our models, generate income, everything”.

Thus, AI enters an industrial phase, where the computing power becomes the real strategic lever. Nvidia, by betting 100 billion on the future, is no longer content to sell fleas, but the company builds the technological framework of the artificial intelligence of tomorrow.

An energy and environmental cost colossal cost

If the rise in infrastructure IA makes investors dream, it also triggers increasing ecologique concerns. The deployment of 10 energy gigawatts, the equivalent of the consumption of millions of households, poses major challenges in terms of energy and sustainability.

According to Cabinet 174 Power Globalthe only data centers cooling system can absorb up to 40 % of their total electricity consumption. As power needs increase, the whole energy chain could be under pressure. This year, data centers are expected to represent around 2 % of world electricity consumption, According to Deloitte. This figure could double by 2030, exceeding 1,000 terawatt hours, in particular due to the accelerated expansion of IA infrastructure, as evidenced by the recent purchase of Northern Data by Rumble.

The impacts do not stop at electricity. The United Nations Environment Program (UNEP) has alerted to the massive use of water to cool these calculation centers. For its part, the Environment and Energy Study Institute (EESI) warns That electrical networks are already put to the test by this growing demand, a situation which could quickly become criticism without regulation or innovation in energy management.

Faced with this reality, the industrial turn taken by Openai and Nvidia may well impose a new type of responsibility on the tech ecosystem: that of energy efficiency, as capital as algorithmic performance.

In this frantic race for the infrastructure of artificial intelligence, some observers recall that Bitcoin, for its part, is already based on a decentralized network of an unequaled computing power. Fueled by millions of machines around the world, the hashrate of the Bitcoin protocol today exceeds the majority of institutional supercomputers.

Can this AI revolution be sustainable in the long term? As the models become more efficient, their energy cost explodes. If this partnership symbolizes the advent of a new industrial age based on a more human artificial intelligence as promised Sam Altman, it also requires rethinking the balances between innovation, environment and critical infrastructure. The future of the sector will depend as much on its technological capacities as on its faculty to respond to these systemic challenges.