OpenAI's Jason Kwon says labs don't win by having the most GPUs — scarcity, bet selection, and organizational structure give them the real edge.

At the White House this year, OpenAI outlined its lofty "Stargate" infrastructure project that would cost half a trillion dollars and be developed with partners including SoftBank and Oracle .

OpenAI's first Stargate development to come online did so just as investors started questioning the sustainability of the firm's trajectory.

Chipmaker Nvidia will invest up to $100 billion in OpenAI and provide it with data center chips, the companies said on Monday, a tie-up between two of the highest-profile leaders in the global artificial intelligence race.

Nvidia announced Monday it plans to invest up to $100 billion in OpenAI as part of a deal to build out massive data centers for training and running AI models. The companies say they signed a letter of intent to deploy 10 gigawatts — enough to power millions of homes — worth of Nvidia systems to power OpenAI’s next generation of AI infrastructure.

The companies say the partnership will enable OpenAI to build and deploy at least 10 gigawatts of Nvidia systems for its artificial intelligence data centers to train and run its next generation of models.

California Attorney General Rob Bonta said he was “encouraged” by a recent talk with OpenAI Chief Executive Officer Sam Altman and actions the company has taken in the wake of a lawsuit alleging ChatGPT guided a teenager to suicide.