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On September 22, Nvidia announced a strategic partnership with OpenAI to deploy at least ten gigawatts of Nvidia AI systems across OpenAIs data centers, backed by a $100 billion investment largely earmarked for more Nvidia chips.30 Nvidia noted that: OpenAI will channel part of this investment back into Nvidia hardware purchases, effectively creating a cycle of funding and chip demand.30 OpenAI maintains that its rapid dealmaking and scaling are central to driving future AI breakthroughs Skepticism is growing about OpenAIs reliance on a tightly interconnected web of partners 31 OpenAI is set to deploy six gigawatts of AMDs specialized chips over multiple years and is likely to also take a 10% equity stake in AMD