Nvidia’s $100B AI Gambit: Brilliant Empire-Building or Dot-Com Déjà Vu?
The $100B Bet on OpenAI On September 22, 2025 Nvidia and OpenAI unveiled a historic infrastructure partnership. Under the agreement, OpenAI will deploy 10 gigawatts of Nvidia’s latest AI systems – roughly 4–5 million GPUs – in new data centers for