Nvidia has helped customers like OpenAI and CoreWeave expand their computing infrastructure through equity investments and financing; these companies, in turn, purchase GPUs from Nvidia after receiving funding. Meanwhile, tech giants like Microsoft, Google, and Amazon are further driving demand for computing power by investing in AI model companies and providing cloud services, creating a mutually reinforcing cycle of funding, chips, and computing power.
This model accelerates the expansion of AI infrastructure, but it also makes the funding and demand within the industry chain highly interconnected. Any significant changes to Nvidia could have an incalculable impact on the entire AI industry.
