NVDA NVIDIA Corporation

NVIDIA Announces Partnership with GSK’s AI-Powered Lab for Discovery of Medicines and Vaccines

NVIDIA Announces Partnership with GSK’s AI-Powered Lab for Discovery of Medicines and Vaccines
EN
05/10/2020

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NVDANVIDIA Corporation

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Pierre FerraguÊ
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Just off the press, our immediate reaction to the giant deal Nvidia and OpenAI announced today, summarized on a single slide.

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OpenAI and NVIDIA Announce Strategic Partnership to Deploy 10 Gigawatt...

OpenAI and NVIDIA Announce Strategic Partnership to Deploy 10 Gigawatts of NVIDIA Systems News Strategic partnership enables OpenAI to build and deploy at least 10 gigawatts of AI data centers with NVIDIA systems representing millions of GPUs for OpenAI’s next-generation AI infrastructure.To support the partnership, NVIDIA intends to invest up to $100 billion in OpenAI progressively as each gigawatt is deployed.The first gigawatt of NVIDIA systems will be deployed in the second half of 2026 on the NVIDIA Vera Rubin platform. SAN FRANCISCO and SANTA CLARA, Calif., Sept. 22, 2025 (GLOBE N...

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Over the weekend we worked through the numbers to estimate the economics of Oracle’s $300bn contract with OpenAI. We have strong visibility on costs, supported by our long-standing work on AI datacenter economics, refined with players in every part of the supply chain, and on the ramp trajectory, informed by RPO maturity and OpenAI’s business plan. This allows us to estimate gross margins, FCF and IRR with a high degree of confidence.

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