Nvidia said OpenAI has committed to substantial deployments of Nvidia AI infrastructure through 2030.
Nvidia said each generation of Nvidia AI factory systems deployed at Ports-Pike could represent about 1.5 million Nvidia GPUs, or about $150 billion to $200 billion in Nvidia revenue.
Nvidia said the guarantee at Ports-Pike will be effective in phases as data centers open from 2028 to 2030.
Nvidia said OpenAI commitments represent roughly $600 billion of Nvidia compute through 2030.
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