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Time Details
2025-09-23
12:26
Nvidia H100 GPU Pricing and OpenAI Investment: $340B Market Opportunity and Strategic Implications

According to Soumith Chintala on Twitter, acquiring 10GW of Nvidia H100 GPUs at $30,000 per unit would equate to approximately $340 billion, with an estimated 20% of power dedicated to non-GPU infrastructure (source: @soumithchintala). If OpenAI secures a 30% volume discount, the total cost could drop to $230 billion. Chintala suggests a potential scenario where OpenAI pays full price, and Nvidia reinvests the $100 billion premium into OpenAI equity. This highlights the immense financial scale of large-scale AI infrastructure and suggests new business models, such as strategic investment and vendor-financing partnerships, that could reshape how AI supercomputing is funded. The deal structure underscores Nvidia's critical role in the generative AI hardware supply chain and signals major market opportunities for AI chip providers and cloud infrastructure companies.

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