The new partnership with NVIDIA evolves the long-standing collaboration between the two companies. OpenAI has pledged to consume 2 gigawatts of training capacity on NVIDIA's Vera Rubin systems and an additional 3 gigawatts of computing resources, likely in the form of GPUs, to run specific AI inference tasks. In other words, NVIDIA is spending a lot of money on OpenAI and then OpenAI will turn around and spend a lot of money with NVIDIA. The ouroboros must feed.
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尽管这份承诺暂不具备法律约束力,但在美国政府“降低民生成本”的政治基调下,在全美电网逼近极限、AI用电呈指数级爆发的现实压力下,这一纸公开表态,已经成为悬在全球科技巨头头上的刚性约束。