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NVIDIA's ecosystem of software, networking, and extreme co-design means the unit of compute is no longer the chip, but the entire data center. This has allowed NVIDIA to capture nearly 100% of the wave in AI computing.

NVIDIA's $100 billion investment in OpenAI involves using NVIDIA's AI semiconductors in OpenAI's data centers, raising concerns about late-stage bubble dynamics similar to past tech bubbles.

NVIDIA's partnership with OpenAI involves investing $100 billion over time, potentially generating $400 billion in revenue for NVIDIA.

NVIDIA's $100 billion investment in OpenAI will allow OpenAI to use NVIDIA's AI semiconductors, requiring 10 gigawatts of power, equivalent to the consumption of 8 million homes.

The partnership between NVIDIA and OpenAI involves a $100 billion investment to build AI infrastructure, potentially generating $400 billion in revenue for NVIDIA.

NVIDIA's partnership with OpenAI involves a $100 billion investment, potentially generating $400 billion in revenue for NVIDIA.

NVIDIA aims to be the first $10 trillion company by focusing on AI infrastructure and partnerships with companies like OpenAI.

NVIDIA is transitioning from being a graphics chip company to an AI company, with its stock value increasing significantly as AI becomes a larger use case.

NVIDIA is transitioning from a graphics chip company to an AI company, which has significantly increased its stock value from half a trillion to over four trillion dollars.

NVIDIA's annual release cycle is driven by the need to keep up with the exponential growth in token generation and AI usage.