Oracle's cloud services are playing a significant role in the growth of companies like OpenAI and Nvidia, contributing to substantial profits for Oracle's co-founder Larry Ellison. The strategic partnership and investments in artificial intelligence are driving this success, highlighting the increasing demand for cloud computing capabilities in the tech industry.

Oracle plans to spend approximately $40 billion on high-performance Nvidia chips to support OpenAI's new data center in Abilene, Texas. This initiative is part of the U.S. Stargate Project, aimed at enhancing the country's position in the competitive AI industry. The purchase will involve around 400,000 of Nvidia's GB200 chips, which Oracle will lease to OpenAI.

Sam Altman has orchestrated significant deals, notably a $100-billion partnership with Nvidia, to secure vast computing resources for OpenAI. His strategic negotiations leverage the competitive dynamics among Silicon Valley's giants, enhancing their investments in AI technologies.

Keith Heyde, newly appointed head of infrastructure at OpenAI, is leading the search for sites to build the company’s next-generation data centers, aimed at supporting the training of advanced AI models. With around 800 proposals received, about 20 sites are in advanced review, focusing on factors like power access and community support rather than just tax incentives. OpenAI's ambitious expansion includes a significant partnership with Nvidia, which is investing up to $100 billion to support the infrastructure needed for AI development.

Perplexity evaluates OpenAI's newly released open-weight models, gpt-oss-20b and gpt-oss-120b, focusing on their implementation on NVIDIA H200 GPUs. The article discusses infrastructure decisions, kernel modifications, and performance optimizations made to efficiently integrate these models into their inference engine, ROSE.

Advanced Micro Devices (AMD) has transformed from primarily producing gaming graphics cards to focusing on data-center chips that drive the AI revolution, significantly increasing its market value. A new multibillion-dollar deal with OpenAI positions AMD to challenge Nvidia's dominance in the AI chip market, despite Nvidia's substantial lead.

Nvidia has announced a massive partnership with OpenAI that includes an investment of up to $100 billion. This funding will support the construction of data centers capable of deploying 10 gigawatts of Nvidia systems for advanced AI model training and operations.

Sam Altman, CEO of OpenAI, and Jensen Huang, CEO of Nvidia, finalized a monumental $100 billion partnership to enhance AI infrastructure just before Altman's presentation in Texas. The agreement signifies a deepening collaboration, as Nvidia will invest in OpenAI and provide cutting-edge processors for new data centers, while OpenAI navigates its relationships with other key partners like Microsoft and Oracle amid its ambitious infrastructure plans.

OpenAI and NVIDIA have announced a strategic partnership to deploy at least 10 gigawatts of NVIDIA systems for OpenAI's AI infrastructure, which will involve an investment of up to $100 billion from NVIDIA. The first phase is set to launch in the second half of 2026, utilizing the NVIDIA Vera Rubin platform to support the development of next-generation AI models. This collaboration aims to enhance AI capabilities and deliver significant computational resources for future innovations.