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What's brewing behind the scenes? 🔎
If you thought you'd seen it all, think again. 💭
Nvidia and OpenAI are discussing a move that could turn the cloud market upside down – a monstrous direct infrastructure deal! ☄️
What exactly is on the table? 🤔
A letter of intent of unimaginable scope: 💥
This is a massive project mentioned yesterday, with a scope of 10 gigawatts (GW). ⚡️
Yes, you read that right. 🔎
The value? 💵
The potential is estimated at approximately $400 billion. 😮
A sum that's hard to even grasp! ⚡️
The ingenious move here is that Nvidia and OpenAI are exploring building infrastructure as part of a direct deal, bypassing major cloud service providers (like AWS, Azure, and GCP). 🏎
The point that makes the story truly wild – the revenue upside potential ✍️
- Exclusion from the sales pipeline: ✔️
Nvidia's current sales pipeline, planned at $500 billion, does not include the expected growth from this direct OpenAI deal. ‼️
The implication 💡
If this historic contract is indeed signed, it will be a huge (upside) and unexpected addition to Nvidia's future revenue potential and performance. 📈
We will continue to monitor and update 🔎