Nvidia CEO Jensen Huang mentioned Wednesday that he is shocked Superior Micro Units provided 10% of itself to OpenAI as a part of a multibillion-dollar partnership introduced earlier this week.
“It is imaginative, it is distinctive and stunning, contemplating they have been so enthusiastic about their subsequent era product,” Huang mentioned in an interview with “CNBC’s Squawk Field.” “I am shocked that they might give away 10% of the corporate earlier than they even constructed it. And so anyhow, it is intelligent, I assume.”
OpenAI and AMD reached a deal on Monday, with OpenAI committing to buy 6 gigawatts value of AMD chips over a number of years, together with its forthcoming MI450 sequence. As a part of the settlement, OpenAI will obtain warrants for as much as 160 million AMD shares, with vesting milestones primarily based on deployment quantity and AMD’s share worth.
If OpenAI workouts the complete warrant, the corporate might purchase roughly 10% possession in AMD.
AMD shares have soared for the reason that announcement and have been up 5% Wednesday, rising a staggering 35% to date this week. Nvidia shares have been practically 3% increased on Wednesday following Huang’s feedback.
The deal challenges Nvidia’s dominance within the AI chip business, a market the place AMD has sought to catch up, alongside cloud suppliers that are creating their very own chips.
Nvidia late final month introduced it deliberate to take a position as much as $100 billion in OpenAI over the subsequent decade. OpenAI agreed to construct and deploy Nvidia techniques that require 10 gigawatts of energy, which Huang mentioned on the time of the announcement is the same as between 4 million and 5 million graphics processing models (GPUs).
Huang mentioned the funding is “very totally different” from OpenAI’s take care of AMD in that it permits Nvidia to promote on to the ChatGPT creator.
Nvidia’s funding in OpenAI has underscored issues in regards to the “round nature” of some AI infrastructure offers.
Requested how OpenAI will fund the take care of Nvidia, Huang mentioned, “They do not have the cash but.”
“They will have to lift that cash by, to begin with, their revenues, which is rising exponentially, fairness or debt,” Huang mentioned. “They gave us the chance to take a position alongside different buyers when the time comes.”
Huang added that after Nvidia beforehand invested in OpenAI, his “solely remorse is that we did not make investments extra.”
Jensen Huang, CEO of Nvidia, talking on CNBC’s Squawk Field on Oct. eighth, 2025.
CNBC
Huang additionally confirmed Nvidia’s involvement in xAI’s newest funding spherical, through which Elon Musk’s AI startup is reportedly looking for to lift about $20 billion, in line with Bloomberg. He mentioned he is “tremendous excited” in regards to the financing alternative, including that he needs he might give Musk extra money.
“Nearly all the things that Elon is a part of, you actually wish to be a part of as nicely,” Huang mentioned.
Nvidia has additionally backed AI information middle operator CoreWeave, which Huang mentioned he considers considered one of a number of “terrific investments” made by the corporate lately.
“[They’re] actually particular corporations, and so they’re constructing, they’re a part of our ecosystem constructing out the AI infrastructure for the world,” Huang mentioned.
