TechFlow news, September 23 — According to BiyaPay analysts, on Monday Nvidia announced plans to invest up to $100 billion in OpenAI to build AI data centers with a total capacity of at least 10GW, all powered by Nvidia systems. Based on Nvidia CEO Jensen Huang's estimate that a 1GW data center costs around $50–60 billion, this implies OpenAI will require 4–5 million GPUs to support the computing power. The first tranche of $10 billion is expected to be deployed after the initial 1GW system is completed in 2026.
More interestingly, this collaboration involves more than just Nvidia and OpenAI—it also brings Oracle into the picture. OpenAI has committed $300 billion to purchase Oracle’s cloud services, while Oracle in turn must procure Nvidia GPUs to deliver the required computing power. This creates a financial loop: Nvidia invests in OpenAI → OpenAI pays Oracle → Oracle buys Nvidia chips, forming a "triangular cycle."
Through this arrangement, OpenAI secures computing resources, Nvidia locks in a key customer and boosts sales, while Oracle sees its market value surge due to cloud revenue. Each party benefits. BiyaPay analysts note that this deep integration not only reflects the structure of the AI supply chain but also enables self-sustaining capital flows among top industry players. Meanwhile, BiyaPay offers investors zero-fee spot contract trading and supports USDT investments in U.S. and Hong Kong stocks, helping users seize new global market opportunities.
