NVIDIA's GPU Empire: Fueling OpenAI's GPT Hype, Printing Money
OpenAI drops GPT-5.2 and Codex, crowing about benchmarks โ all trained on NVIDIA's beasts. But strip the spin: Jensen Huang's the one swimming in profits.
โก Key Takeaways
- NVIDIA's hardware powers OpenAI's GPT-5 series and most top AI models, cementing its infrastructure dominance.
- Benchmark wins hide the real story: massive scale requires NVIDIA's full-stack, benefiting their profits most.
- Expect NVIDIA's AI revenue to surge, with lock-in stifling competitors like AMD in the near term.
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Originally reported by NVIDIA Deep Learning Blog
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