We do have breaking news. It's regarding NVIDIA. We'll get to Jon Fortt now, who can fill us in with more. Jon, what do we know?
Scott Walker, thank you. I am here at NVIDIA headquarters in Santa Clara with the CEO of the world's most valuable company and the CEO and president of the world's most valuable private company, Jensen Huang of NVIDIA, Sam Altman and Greg Brockman of OpenAI. So let's dive right in to the news. Jensen, NVIDIA is making a hundred billion dollar investment in OpenAI and working together to build out, I think you're saying, 10 gigawatts of capacity over several years. The investment is going to come with the gigawatts, one at a time. You're telling me, you guys, as quickly as you guys can get it done. Jensen, first of all, set the stage. Why?
This is the biggest AI infrastructure project in history. This is the largest computing project in history. Well, the reason for that is because computing demand is going through the roof for OpenAI. You know, ChatGPT is the single most revolutionary AI project in history. It's being used everywhere, every industry, every country, every person practically that I know uses ChatGPT. The computing demand is going through the roof. And so this partnership is about building an AI infrastructure that enables AI to go from the labs into the world. This is about the AI industrial revolution arriving. It's a very big deal. A hundred billion dollars, a lot of money.
Sam, Greg, you guys are used to dealing with a lot of money and big projects. So Sam, I think it was just eight months and a day ago, the initial Stargate announcement talking about the overall move that OpenAI is making in building out this capacity. Where does this fit?
So as Jensen said, building this infrastructure is critical to everything we want to do. Without doing this, we cannot deliver the services people want. We can't keep making better models. And now that we really see what's on the near term horizon of how good the models are getting, the new use cases that are being enabled, what people want to do. This is like the fuel that we need to drive improvement, to drive better models, to drive revenue, everything. So this is helping us get to a world, along with our partners at Stargate, Microsoft, Oracle, where we can build out increasing amounts of infrastructure to deliver on what the world is demanding out of these services. There's like no partner but NVIDIA that could do this at this kind of scale, at this kind of speed. It's really quite incredible. But this will expand on the Stargate ambitions and let us push further and further. We have found every step along the way that we did not quite set our sights big enough, given the market demand. So this will help us push towards that next level. The compute constraints that the whole industry has been, and our company in particular, have been terrible. We're so limited right now in the services we can offer. There's so much more demand than what we can do. And as we look forward another year or two years, if you have, you know, let's say it takes 10 gigawatts of compute or 5 gigawatts of compute, you could choose one of two things. You could choose to cure cancer by doing a bunch of, having AI do a bunch of research, or you could choose to offer free education to everybody on Earth. No one wants to make that choice. And so increasingly, as we see this, the answer is just much more capacity so that we can serve the massive needs and opportunity with this.
Greg, one way of measuring that demand is the number of users that open AI has. ChatGPT says somewhere between 700 and 800 million. How quickly are you growing? What's the technology that you guys need to bring to bear from NVIDIA included in order to satisfy that?
Yeah, so 700 million growing extremely quickly. I think that ChatGPT has grown from nothing to that scale and continues to grow faster than any product in history. And really, the reason we were able to make this breakthrough and serve it to the extent that we have is by leveraging NVIDIA's platform. We've worked together very closely since Jensen actually hand-delivered a server to us back in 2016. And we were just doing some math earlier. I think that this deal is really for a billion times more computational power than that initial server. And so we're able to actually create new breakthroughs, new models to be able to be able to actually solve problems like create cures for diseases and to actually be able to empower every individual in business because we'll be able to reach the next level of scale.
Jensen, step back for me. I mean, a few days. You're all over the place, literally. I mean, you're in the UK. I saw the white bowtie and all that. The tux is very nice. But you're also doing a lot of investments. The Intel investment announced last week, quite a bit smaller than this one, but seems significant also because it's weaving NVIDIA technology in the PC and data center level in a way that perhaps it wasn't before. Where do these kinds of investments fit in? How do you think about the value of the ecosystem to NVIDIA?
The Intel partnership is about recognizing that accelerated computing and AI's day has arrived. Remember, general purpose computing was invented practically 60 years ago. And for the last 60 years, we've been following that basic blueprint, that basic architecture, you know, to build the ecosystem, the computing use of the world. And so all of a sudden, accelerated computing time has come and we're fusing, if you will, the Intel architecture with the NVIDIA architecture to bring them into the world of accelerated computing and AI. So that's what that partnership's about. This partnership, I mean, this is, you know, monumental in size. There's never been an engineering project, a technical project of this complexity and this scale ever. And it really just says that AI was in the early adopter phase in the labs. And finally, it's breaking out into just about every single industry, every single use case we can imagine. It is very soon where every single word, every single interaction, every single image, video that we experience on, you know, in through computers will somehow have been reasoned through or referenced by or generated by AI. It's going to be touched by AI somehow. So all of our computing experiences throughout the day, everywhere in every industry will be powered by AI. This is the first 10 gigawatts. It surely it sounds like an enormous, enormous undertaking. But there's no question that AI is transformational for every industry. But the important thing is the AI infrastructure will be everywhere and will power computing experiences for everyone every day. And it's going to be just everywhere.
Sam, it seems like the two most valuable companies in the world, NVIDIA at number one, over four trillion, about four and a quarter trillion. Last time I checked today, Microsoft, just under four trillion, are going to be major investors in OpenAI. How should we understand the governance, the influence that these companies have over opening where those lines are and even, you know, the investment size wise where that's going to net out?
We're thrilled to have them both as partners. They're they're passive investors. You know, our nonprofit and board are in control. But the ecosystem is really important to us. NVIDIA and Microsoft are two of our most critical partners and have been from the very front from the very beginning. And having them so aligned with our success is, I think, great for us. Hopefully great for them, too.
Greg, where does NVIDIA fit along with all of the other infrastructure providers? Oracle, you guys kind of touched Oracle and the stock went up, even though the name wasn't attached to it. When they reported earnings and their guidance, a lot of people were looking over at OpenAI. Where do these different technology infrastructure players fit in terms of importance in the amount of capacity that you need?
Well, look, the project that we're trying to do is something that, as Jensen was saying, is bigger than any infrastructure build out that's ever been done. It's much larger than the Apollo program, for example. And so we're going as big as we can with the biggest partners in the world. NVIDIA is a core strategic partner for our build out. There's just no one who could build as fast or as big as they are going to be able to accelerate us to be able to do. We are working together with Oracle to do a lot of the infrastructure builds with SoftBank and Stargate to be able to actually do a bunch of that work as well. We're starting to expand into just trying to figure out every single way that we can actually get this compute to the world. But there's really been no partner like Jensen, like NVIDIA, and it's just been a very, very special partnership for more than a decade now. And we're moving into the next phase together.
One of the things that's really important to say is that, and Sam and Greg hinted at it, this is additive. This project, 10 gigawatts of AI infrastructure is additive to everything that has been announced and contracted. Remember, they've contracted huge amounts of capacity through Azure, through OCI, through CoreWeave. And all of that is powered by NVIDIA, and we're really delighted working with all of these partners. And that's going to continue to grow. This is additive, incremental on top of that, which just kind of puts it in perspective, the scale of AI computing that's needed for the world. The demand is just exponential.
Yeah, to say anything different from what's already been included in the financials that you've given or the guidance that you've given. But this is an announcement that's breaking right here on CNBC. Has this been factored in to the numbers that you've given Wall Street up to this point?
This is additive to everything that we've spoken about so far. It's pretty incredible. We're also talking about AI infrastructure for the world. One of the headlines last week had to do with China and how they're dealing or not dealing with NVIDIA. When you look at where this capacity is getting built out and the global use that it's going to have, how do you think about the way different regions, the way different countries are going to tap into that and how that affects NVIDIA's competitiveness?
Well, you know, President Trump was clear about this, and you've heard me say this before, that we want the world to be built on the American tech stack and the American tech stack. The AI computing stack includes chips, infrastructure, models and applications. We have every every reason to believe that the United States should lead in every single one of those layers. And in doing so, we want the world to be built on top of American chips. We want American infrastructure, American models and for the world to integrate with American applications. And we ought to diffuse this capability as fast as possible because the world is racing to bring AI out to the world. And so I think the need to build AI infrastructure all around the world. This is just beginning. Notice most of the infrastructure conversations we've been having are are largely located in the United States. But we're going to see AI infrastructure built in Europe and in southern parts of the world. You're going to be right, Southeast Asia, all over the world. We're going to be building AI infrastructure.
Sam, there was a DeepSeek moment several months ago. The market kind of freaked out about what this means for infrastructure, for capacity, for expense. What what was the legacy of that? Given the moment that we're in right now, this hundred billion dollar investment NVIDIA is making in you, clearly you see value in these chips or or you wouldn't need that kind of money for that kind of equipment. What what does that mean? How has the way the conversation around AI models has shifted affected the way that you guys are looking at the build up to two thoughts about this?
