[머니네버슬립] Will Nvidia Invest in OpenAI? – Deal Site

[딜사이트 우세현 기자] OpenAI funding round in progress

It seems likely that NVIDIA, the absolute leader in AI chips, will become a shareholder of OpenAI. According to Bloomberg on the 29th (local time), NVIDIA is discussing participating in OpenAI’s funding round. It’s not just NVIDIA. Apple and Microsoft are also considering participating in this funding round. The top three global market caps are all trying to invest in OpenAI at the same time.

Microsoft and Apple already have deep relationships with OpenAI.

First, Microsoft is Nvidia’s largest shareholder and key business partner. When OpenAI CEO Sam Altman was on the verge of being ousted from the company, Microsoft actively supported his return. Microsoft also attempted to participate in the board of directors of OpenAI. However, this plan fell through because the Federal Trade Commission, a U.S. regulatory authority, was concerned about Microsoft’s growing influence over OpenAI.

Apple also has OpenAI at the center of its future blueprint. Apple has introduced a new AI function called ‘Apple Intelligence’, and OpenAI’s ChatGPT is added at the center of this function. Because of this relationship, Apple’s investment in OpenAI was somewhat expected. It is not uncommon for companies to acquire some equity in startups that they collaborate with.

Another strong partner for OpenAI

OpenAI, which has Apple, the world’s No. 1 IT consumer goods company, and Microsoft, the world’s largest software company, as its strong partners, is now able to bring even the world’s strongest semiconductor company, Nvidia, to its side.

Nvidia’s GPUs are of great significance to the AI ​​industry. The data that needs to be processed due to the AI ​​boom is exploding, and data centers are needed to handle this. And Nvidia’s GPUs are essential for these data centers. The performance of these GPUs and AI technology are inextricably linked.

NVIDIA has a long-standing relationship with TSMC, a foundry company, to create the most advanced semiconductors. NVIDIA and TSMC maintain a symbiotic relationship in which they share some of their technologies and know-how. This is a special factor that solidifies their global No. 1 position. Depending on the success of this investment, it seems possible that NVIDIA and OpenAI will also have a similar relationship.

What is Nvidia’s stock price?

Nvidia’s stock price closed at $117.59, down 6.38% on the 29th (local time). This is the aftermath of the previous day’s earnings announcement. On this day, several investment banks disclosed Nvidia’s target stock price. Wedbush presented a target stock price of $138. JP Morgan and Morgan Stanley’s target stock price was $155 and $150.

Reporter Woo Se-Hyeon horibar96@dealsite.co.kr

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