Prediction Open AI assessment confidence: 95% certainty 3/5 debate potential 3/5

Huang: OpenAI is likely the next multi-trillion dollar hyperscaler

Jensen Huang · NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod · Sep 26, 2025 · at 4:00

NVIDIA CEO Jensen Huang discusses NVIDIA's multi-billion dollar partnership and infrastructure investment in OpenAI with Brad Gerstner.

0:00 / 0:24exact quote · 24.4s
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“I think that OpenAI is likely going to be the next multi-trillion dollar hyperscale company. Hyperscale like, ah, like Meta's a hyperscale. Google's a hyperscale. They're going to have consumer and enterprise services, and, ah, they are very likely going to be the world's next multi-trillion dollar hyperscale company.”

quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →

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