According to @gdb, OpenAI announced a strategic partnership with Nvidia to secure millions of GPUs—roughly equal to Nvidia’s total compute shipped in 2025—and plans to invest up to USD 100B as these units are deployed, a scale that materially expands AI compute capacity - source: @gdb. According to @gdb, this magnitude of committed hardware and capital makes NVDA and AI-compute crypto tokens such as RNDR and AKT key tickers to monitor for liquidity and volatility around follow-on details - source: @gdb. According to @gdb, the anchor figures for trading context are “millions of GPUs” and “up to USD 100B,” which frame potential capacity expansion and related order flow for AI infrastructure - source: @gdb. According to @gdb, traders should watch for subsequent disclosures from OpenAI or Nvidia on delivery timelines and procurement specifics to calibrate exposure across equities and AI-compute tokens - source: @gdb.

According to @gdb, OpenAI announced a strategic partnership with Nvidia to access millions of GPUs, described as about as much compute as Nvidia has shipped in 2025 in total, providing a quantifiable indicator of large-scale AI infrastructure deployment, source: https://twitter.com/gdb/status/1970168694040068559 and https://openai.com/index/openai-nvidia-systems-partnership/. AI-linked crypto tokens have historically reacted to major Nvidia catalysts, with Reuters reporting sector-wide gains in AI tokens following Nvidia’s earnings in 2024, which traders may consider when assessing potential volatility across NVDA and AI-focused crypto assets, source: https://www.reuters.com/technology/ai-linked-crypto-tokens-jump-after-nvidia-results-2024-02-23/.