openai pivots to gpt-6 amid gpu crunch, admits gpt-5 'screwed up'

2025-08-21 nvidia

San Francisco, Thursday, 21 August 2025.
openai is shifting its focus to gpt-6. ceo sam altman admitted gpt-5 faced user backlash. the company restored gpt-4o access for subscribers. a major hurdle is the global gpu shortage. openai needs trillions of dollars for data centers. despite this, chatgpt boasts 700 million weekly users. altman warns of an ai hype bubble. openai is also backing a brain-computer interface startup. they are exploring collaboration with apple’s former design chief. this signals openai’s expansion beyond chatbots.

NVIDIA’s market position

OpenAI’s shift to GPT-6 and its acknowledgment of GPU shortages have significant implications for NVIDIA (NVDA:NASDAQ) [1]. As a primary supplier of GPUs for AI development, NVIDIA’s market position is closely tied to the demand from major AI players like OpenAI [GPT]. OpenAI’s CFO, Sarah Friar, highlighted the extreme demand for GPUs and computing power, emphasizing that the biggest challenge is the persistent shortage of computing resources [3]. This sustained demand underscores NVIDIA’s crucial role in enabling AI advancements, potentially bolstering its competitive advantage [GPT].

revenue potential

Despite concerns about delays and increased costs in AI development due to GPU scarcity, OpenAI’s revenue continues to grow [1][3]. OpenAI’s CFO revealed that the company achieved its first $1 billion monthly revenue in July [3]. Projections estimate a tripling of revenue to $12.7 billion this year and a further increase to $29.4 billion next year [3]. This substantial revenue growth, even amid GPU shortages, suggests a strong demand for NVIDIA’s high-performance GPUs, reinforcing the potential for sustained revenue streams for NVIDIA [GPT].

competitive dynamics

The AI landscape is becoming increasingly competitive, with major players like Google and Meta investing heavily in AI [7]. OpenAI’s strategic moves, such as exploring collaborations with Jony Ive and backing brain-computer interface startups, indicate a broader vision beyond traditional AI models [1]. OpenAI’s CFO also mentioned that in six months, its search market share has increased from 6% to 12% [4]. Despite this competition, NVIDIA’s GPUs remain essential for powering these AI initiatives, positioning the company as a critical enabler across the industry [GPT].

analyst perspectives

Market analysts are closely watching how OpenAI’s strategic pivot and the broader AI investment landscape will affect NVIDIA’s stock [GPT]. Sam Altman’s warning about an AI hype bubble suggests a cautious outlook, yet he also affirmed AI’s long-term importance [1]. OpenAI’s CFO views the current AI infrastructure build-up as a foundational phase, similar to the development of railways or power grids, rather than a fleeting bubble [4]. This perspective suggests sustained investment in AI infrastructure, which would continue to benefit NVIDIA as a key hardware provider [GPT].

Bronnen

gpu shortage openai