With 130 trillion won in AI optimization data center, it became No. 1 ...
On the 29th (local time), Bloomberg News reported that Microsoft (MS), Apple, and Nvidia are expected to participate in the OpenAI investment round. The connection between OpenAI, a generative AI company, and Nvidia, a hardware manufacturer, raises questions.
The Investment Scenario
Bloomberg reported the possibility of Nvidia participating as a new investor in OpenAI without providing a clear explanation for the investment connection. The economy is witnessing Nvidia's involvement in the OpenAI investment group recruitment.
Market Dominance
Microsoft's decision to invest $10 billion in OpenAI, along with Google ($2 billion) and Amazon ($4 billion) investing $6 billion in Anslogic, highlights the importance of the 'cloud market'. The top players in this market - Amazon (AWS), Microsoft (Azure), and Alphabet (Google Cloud) - are competing for dominance.
The Stargate Project
Microsoft and OpenAI are collaborating on a project named "Stargate" to build a next-generation cloud infrastructure optimized for AI. The project involves a significant investment of $100 billion (137 trillion won) to create an advanced data center.
Nvidia's Role
Nvidia's participation in the OpenAI investment round signifies its partnership with Microsoft in building an unprecedented advanced data center. This move positions Nvidia as a key player in the evolving AI landscape.
The Cloud Market Competition
The fierce competition between Amazon and Microsoft in the cloud market is evident from their substantial capital expenditures. Both companies have invested significantly in data center construction to meet the growing demand for cloud and AI services.
The Future of AI
As AI emerges as a critical factor in business competitiveness, the collaboration between tech giants and innovative companies like Nvidia is reshaping the industry landscape. Nvidia's commitment to accelerating computing reflects its dedication to driving customer success in the evolving AI era.
Overall, the investments made by Amazon, Microsoft, and Nvidia underline the intense competition and technological advancements driving the AI and cloud market forward.
