Nvidia-OpenAI deal raises questions over how sustainable the AI boom is

['Saskia Koopman', 'Tech Reporter', '.Wp-Block-Co-Authors-Plus-Coauthors.Is-Layout-Flow', 'Class', 'Wp-Block-Co-Authors-Plus', 'Display Inline', '.Wp-Block-Co-Authors-Plus-Avatar', 'Where Img', 'Height Auto Max-Width', 'Vertical-Align Bottom .Wp-Block-Co-Authors-Plus-Coauthors.Is-Layout-Flow .Wp-Block-Co-Authors-Plus-Avatar'] News Archives - City AM 2025-09-23 15:24:12

Nvidia-OpenAI deal raises questions over how sustainable the AI boom isOpenAI and NVIDIA announced strategic partnership to deploy 10 gigawatts of Nvidia systemsNvidia and OpenAI have unveiled what they call the largest AI infrastructure project in history, a partnership to deploy 10 gigawatts of data centres powered by millions of Nvidia’s advanced chips. The deal could see Nvidia invest up to $100bn (£73.99bn) in Sam Altman’s company, even as OpenAI spends billions of dollars buying those very same processors. ‘Circular dynamics’ warningsMarkets reacted positively to the news, which sent Nvidia shares nearly four per cent higher on Monday. “The size of the deal will clearly start to raise some questions”, he told CNBC. OpenAI boasts 700 million weekly users, making ChatGPT the most popular AI product globally, but enterprise adoption has been patchy.