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OpenAI's Expanding Data Center Needs and Complex Financial Ties with Nvidia and Oracle

OpenAI's Expanding Data Center Needs and Complex Financial Ties with Nvidia and Oracle
OpenAI is planning to operate six giant data centers to support its next‑generation AI models. The effort requires massive amounts of specialized hardware, prompting large‑scale financing arrangements with Nvidia and Oracle. Nvidia has pledged up to $100 billion in investment, while Oracle is reportedly engaged in a $30 billion‑per‑year deal to build facilities that OpenAI will lease. Critics describe these structures as circular financial engineering that could amplify risks if AI demand falls short, raising concerns about a potential bubble in the AI infrastructure market. Leer más →