OpenAI is likely going to be the next multi-trillion-dollar hyperscale company, so investing in it early — before it reaches that scale — is one of the smartest investments Nvidia can make.

4:09hypers scale company. >> Okay. >> I think you and I >> Why do you call it a hypers scale company? >> Hypers scale like uh like Meta is a hypers scale. Uh Google's a hypers scale. >> They're going to have consumer and enterprise services and and uh they are very likely going to be the world's next multi-t trillion dollar hypers scale company. Yes. >> And I think you would agree with that.

4:29>> I agree. >> If that's the case, the opportunity to invest before they get there, this is some of the smartest investments we can possibly imagine. And you got to invest in things, you know, >> right? >> And it turns out we happen to know this space. >> And so the opportunity to invest in that, >> the return on that money is going to be fantastic. So we love the opportunity to

4:49invest. We don't have to invest, right? >> And it's not required for us to invest, but they're giving us the opportunity to invest. Fantastic thing. Now let me start from the beginning. So we're partnering with with OpenAI in several projects. First the first project is the buildout of Microsoft Azure. We're going to continue to do that >> and that that partnership is going fantastically. We're going we have

5:09several years of buildout to do hundreds of billions of dollars of work just to do there. >> Right. >> The second is the OCI buildout >> and uh I think there's some five, six, seven gigawatts that are about to be built out. And so we're working with OCI and OpenAI and and SoftBank to build that out, >> right? >> Those projects are contracted. Um we're working on it. Lots of work to do. And

5:34then the third the third is Core Weave, right? And so uh all of Core Wee 4, I'm talking about OpenAI still. Yes. >> Okay. Everything in the context of OpenAI. >> And so so the question is what is this new partnership? This this new partnership is about helping OpenAI working partnering with OpenAI to build their own selfbuild AI infrastructure for the first time, >> right? >> And so this is us working directly with

5:59OpenAI at the chip level, at the software level, at the systems level, at the AI factory level um to help them become a fully operated hypers scale company that I mean this is going to go on for some time. And it's going to supplement it's going to supplement the amount of you know they're going through two exponentials as you know >> right >> the first exponential is the number of

6:20customers is growing exponentially and the reason for that is the AI is getting better the use case is getting better just about every every application is connected to open now >> and so they're going through the the usage exponential the second exponential is the computational exponential of every use. >> Yes. >> Right. Yes. >> Instead of just a oneshot inference is now thinking before it answers. Yeah.