Nvidia CEO Jensen Huang believes OpenAI is on track to become a multi-trillion-dollar company, citing explosive growth and scale as the foundation for what could be the fastest rise to that valuation in the industry’s history. Speaking on the BG2 podcast, Huang said that OpenAI “is likely going to be the next multi-trillion-dollar hyperscaler company.”
His comments come on the heels of a high-stakes infrastructure pact between Nvidia and OpenAI. Earlier this week, the companies announced a letter of intent for up to 10 GW of GPU-powered data centers to be deployed through OpenAI’s preferred cloud partners. Nvidia, in turn, agreed to invest as much as $100 billion in those systems as capacity comes online, making it one of the largest vendor-led bets on AI infrastructure to date.
