Latest news with #GPUs
Yahoo
2 hours ago
- Business
- Yahoo
Sam Altman says OpenAI could own 100 million GPUs by the end of the year, estimated at $3 trillion worth of silicon — ChatGPT maker to cross 'well over 1 million' AI GPUs by end of year
When you buy through links on our articles, Future and its syndication partners may earn a commission. Credit: Getty / Bloomberg OpenAI CEO Sam Altman isn't exactly known for thinking small, but his latest comments push the boundaries of even his usual brand of audacious tech talk. In a new post on X, Altman revealed that OpenAI is on track to bring 'well over 1 million GPUs online' by the end of this year. That alone is an astonishing number—consider that Elon Musk's xAI, which made waves earlier this year with its Grok 4 model, runs on about 200,000 Nvidia H100 GPUs. OpenAI will have five times that power, and it's still not enough for Altman going into the future. 'Very proud of the team...' he wrote, 'but now they better get to work figuring out how to 100x that lol.' The 'lol' might make it sound like he's joking, but Altman's track record suggests otherwise. Back in February, he admitted that OpenAI had to slow the rollout of GPT‑4.5 because they were literally 'out of GPUs.' That wasn't just a minor hiccup; it was a wake-up call considering Nvidia is also sold out till next year for its premier AI hardware. Altman has since made compute scaling a top priority, pursuing partnerships and infrastructure projects that look more like national-scale operations than corporate IT upgrades. When OpenAI hits its 1 million GPU milestone later this year, it won't just be a social media flex—it'll be cementing itself as the single largest consumer of AI compute on the planet. Anyhow, let's talk about that 100x goal, because it's exactly as wild as it sounds. At current market prices, 100 million GPUs would cost around $3 trillion—almost the GDP of the UK—and that's before factoring in the power requirements or the data centers needed to house them. There's no way Nvidia could even produce that many chips in the near term, let alone handle the energy requirements to power them all. Yet, that's the kind of moonshot thinking that drives Altman. It's less about a literal target and more about laying down the foundation for AGI (Artificial General Intelligence), whether that means custom silicon, exotic new architectures, or something we haven't even seen yet. OpenAI clearly wants to find out. The biggest living proof of this is OpenAI's Texas data center, now the world's largest single facility, which consumes around 300 MW—enough to power a mid-sized city—and is set to hit 1 gigawatt by mid-2026. Such massive and unpredictable energy demands are already drawing scrutiny from Texas grid operators, who warn that stabilizing voltage and frequency for a site of this scale requires costly, rapid infrastructure upgrades that even state utilities struggle to match. Regardless, innovation must prevail, and the bubble shouldn't burst.
Globe and Mail
9 hours ago
- Business
- Globe and Mail
Should You Buy Nvidia Before Aug. 27?
Key Points Nvidia reached a record high recently, and its market value soared to $4 trillion. The company also has reported positive news recently, such as its upcoming return to China's AI chip market. 10 stocks we like better than Nvidia › Nvidia (NASDAQ: NVDA) has achieved many milestones in recent quarters: The top artificial intelligence (AI) chip designer was invited into the Dow Jones Industrial Average last year and ended up delivering the best annual performance in the index. This year, Nvidia slipped ahead of Microsoft to become the world's biggest company, and just days ago it took this a step further by becoming the first company to ever reach $4 trillion in market value. That's as the stock hit a new record high. The company has been on fire for most of the past two years, and right now you may be wondering whether you should hop on board and if so, when. Well, Nvidia, has yet another potential catalyst ahead on Aug. 27. Should you buy the stock before then? Let's find out. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Learn More » Seeing the AI potential early Let's start off by exploring Nvidia's story so far. The company has actually been around for quite a long time -- more than 30 years -- but it saw growth surge in recent years as part of the AI boom. Nvidia, seeing the potential of AI, decided early on to design its graphics processing units (GPUs) specifically to meet the needs of this growing industry. And this proved to be a game-changing move for the company. Thanks to this early and strong entrance into AI, Nvidia has seen revenue soar in the double and triple digits, and it's built a rock-solid reputation in the field. Customers needing the most powerful and efficient chips to drive their projects automatically turn to Nvidia, and that's resulted in demand that's even exceeded supply. This helped Nvidia grow annual revenue from about $27 billion two years ago to more than $130 billion in the most recent fiscal year. Net income has climbed too, reaching record levels as Nvidia ensures high profitability on sales of its chips and related products. Nvidia also has made another smart move in recent years, and that's the expansion into a wide variety of AI products and services, making it the go-to seller of anything a customer may need. This includes tools needed for the AI of the future too, meaning Nvidia's revenue power should continue for years to come. For example, Nvidia -- as it powers so many AI functions -- is well positioned to play a key role as agentic AI takes off and if humanoid robots become a growth area down the road. What's happening on Aug. 27? So, now, let's consider what's set to happen on Aug. 27, and that's the tech giant's second-quarter earnings report. A couple of months ago, I wrote about Nvidia stock's performance after earnings reports, and it's shown a trend of gains. That may offer investors a reason to be optimistic about post-earnings performance. It's also important to note that Nvidia received important good news recently. The company, after temporarily losing access to the Chinese market due to U.S. export controls, will be able to sell its GPUs to China soon. The U.S. assured Nvidia that it would receive the license needed to do so. Any details on progress in that area could lift the stock as China is a big market for the company, representing 13% of revenue last year. Nvidia chief Jensen Huang may offer investors a glimpse into the rollout of Blackwell Ultra, the company's latest chip. CoreWeave, a cloud provider of compute for AI, recently said it's now making Ultra available to customers. Huang is known for delivering earnings calls filled with news and elements that offer visibility on what's to come, so comments from him could impact stock performance. Of course, Nvidia stock already has climbed in the double digits this year, and potential general economic or import tariff headwinds could represent risks to performance. So, it's never a good idea to buy a stock now and count on gains in the short term. Instead, it's a better idea to consider that player's long-term potential. This greatly increases your chances of scoring a win. You are likely to post a bigger win than if you buy and sell over a period of a couple of months. All of this means that, though I consider Nvidia a buy right now, you don't have to rush to get in on the stock before the company's earnings report. If you invest ahead of that moment or afterward, the stock could add significantly to the value of your portfolio over the long run. Should you invest $1,000 in Nvidia right now? Before you buy stock in Nvidia, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Nvidia wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $652,133!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,056,790!* Now, it's worth noting Stock Advisor's total average return is 1,048% — a market-crushing outperformance compared to 180% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of July 21, 2025 Adria Cimino has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Microsoft and Nvidia. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy.
Toronto Star
13 hours ago
- Business
- Toronto Star
Embedded LLM Launches First-of-its-Kind Monetisation Platform for AMD AI GPUs
The new platform signals a new phase of maturity for the AMD AI ecosystem, enabling providers to compete by rapidly deploying and billing for LLM services. Initially unveiled with AMD at the Advancing AI 2025 conference, the platform now launches globally to accelerate AI revenue for the entire neocloud ecosystem. SINGAPORE, July 21, 2025 (GLOBE NEWSWIRE) — Embedded LLM today announced the global launch of TokenVisor, its monetisation and management platform for Graphics Processing Units (GPUs). The platform was first unveiled alongside AMD at the Advancing AI 2025 conference (Santa Clara, California) held in June.
Japan Times
2 days ago
- Business
- Japan Times
Jensen Huang, AI visionary in a leather jacket
Unknown to the general public just three years ago, Jensen Huang is now one of the most powerful entrepreneurs in the world as head of chip giant Nvidia. The unassuming 62-year-old draws stadium crowds of more than 10,000 people as his company's products push the boundaries of artificial intelligence. Chips designed by Nvidia, known as graphics cards or GPUs (Graphics Processing Units), are essential in developing the generative artificial intelligence powering technology like ChatGPT. Big tech's insatiable appetite for Nvidia's GPUs, which sell for tens of thousands of dollars each, has catapulted the California chipmaker beyond $4 trillion in market valuation, the first company ever to surpass that mark. Nvidia's meteoric rise has boosted Huang's personal fortune to $150 billion — making him one of the world's richest people — thanks to the roughly 3.5% stake he holds in the company he founded three decades ago with two friends in a Silicon Valley diner. In a clear demonstration of his clout, he recently convinced U.S. President Donald Trump to lift restrictions on certain GPU exports to China, despite the fact that China is locked in a battle with the United States for AI supremacy. "That was brilliantly done," said Jeffrey Sonnenfeld, a governance professor at Yale University. Huang was able to explain to Trump that "having the world using a U.S. tech platform as the core protocol is definitely in the interest of this country" and won't help the Chinese military, Sonnenfeld said. Early life Born in Taipei in 1963, Jensen Huang (originally named Jen-Hsun) embodies the American success story. At nine years old, he was sent away with his brother to boarding school in small-town Kentucky. His uncle recommended the school to his Taiwanese parents believing it to be a prestigious institution, when it was actually a school for troubled youth. Too young to be a student, Huang boarded there but attended a nearby public school alongside the children of tobacco farmers. With his poor English, he was bullied and forced to clean toilets — a two-year ordeal that transformed him. U.S. President Donald Trump hosts Huang for an event to discuss U.S. technology investments at the White House in Washington on April 30. | Pete Marovich / The New York Times "We worked really hard, we studied really hard, and the kids were really tough," he recounted in an interview with U.S. broadcaster NPR. But "the ending of the story is I loved the time I was there," Huang said. Leather jacket and tattoo Brought home by his parents, who had by then settled in the northwestern U.S. state of Oregon, he graduated from university at just 20 and joined AMD, then LSI Logic, to design chips — his passion. But he wanted to go further and founded Nvidia in 1993 to "solve problems that normal computers can't," using semiconductors powerful enough to handle 3D graphics, as he explained on the "No Priors" podcast. Nvidia created the first GPU in 1999, riding the intersection of video games, data centers, cloud computing, and now, generative AI. Always dressed in a black T-shirt and leather jacket, Huang sports a Nvidia logo tattoo and has a taste for sports cars. But it's his relentless optimism, low-key personality and lack of political alignment that sets him apart from the likes of Elon Musk and Mark Zuckerberg. Unlike them, Huang was notably absent from Trump's inauguration ceremony. "He backpedals his own aura and has the star be the technology rather than himself," observed Sonnenfeld, who believes Huang may be "the most respected of all today's tech titans." One former high-ranking Nvidia employee described him as "the most driven person" he'd ever met. Street food On visits to his native Taiwan, Huang is treated like a megastar, with fans crowding him for autographs and selfies as journalists follow him to the barber shop and his favorite night market. "He has created the phenomena because of his personal charm," noted Wayne Lin of Witology Market Trend Research Institute. "A person like him must be very busy and his schedule should be full every day meeting big bosses. But he remembers to eat street food when he comes to Taiwan," he said, calling Huang "unusually friendly." Nvidia is a tight ship and takes great care to project a drama-free image of Huang. But the former high-ranking employee painted a more nuanced picture, describing a "very paradoxical" individual who is fiercely protective of his employees but also capable, within Nvidia's executive circle, of "ripping people to shreds" over major mistakes or poor choices.
Yahoo
2 days ago
- Business
- Yahoo
Priscilla Chan's recruiting pitch? We can't pay as well as tech companies, but we've got GPUs
Mark Zuckerberg's Meta is betting on GPUs and compute power to help attract top talent. His philanthropic organization, the Chan Zuckerberg Initiative, is doing the same. His wife, Priscilla Chan, talked about CZI's recruitment efforts on a recent podcast episode. Compute power is a big draw for top talent, but not just in the world of AI. Priscilla Chan, Mark Zuckerberg's wife and the cofounder of the couple's philanthropic organization, the Chan Zuckerberg Initiative, spoke about the appeal of massive GPU clusters for biology researchers during a recent episode of Ashlee Vance's "Core Memory" podcast. "The other thing researchers really care about is access to GPUs," she said. "You're not going to make the most of someone if you don't actually have the GPUs for them to work from." Chan said, "We have that at CZI," adding that the organization has roughly 1,000 GPUs in its cluster, with plans to keep growing. In short, Chan said the pitch is: "Come work with us because we're going to have the computing power to support the research that you want to do." Another important factor is compensation, which she said is "obviously important," though she added that "we cannot compete with tech companies on this." CZI has in recent years narrowed its mission to focus on its "next phase" with a "bolder, clearer identity as a science-first philanthropy." The change marks a strategic shift, as the organization previously also supported education and other causes. "While CZI remains committed to our work in education and our local communities, we recognize that science is where our biggest investments and bets have been and will be made moving forward," Chan, a pediatrician by training, wrote in a memo to staff last year. Zuckerberg made a similar point about the importance of GPUs in recruiting on a recent episode of The Information's TITV show. Meta is spending billions to build an AI division it calls Superintelligence Labs. "Historically, when I was recruiting people to different parts of the company, people are like, 'Okay, what's my scope going to be?'" the Meta CEO said. "Here, people say, 'I want the fewest number of people reporting to me and the most GPUs.'" Meta, of course, has significantly more GPUs than CZI. Zuckerberg has said the company will have 1.3 million GPUs for AI by the end of 2025. "Having basically the most compute per researcher is definitely a strategic advantage, not just for doing the work but for attracting the best people," he said. Read the original article on Business Insider Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
