NVIDIA management disclosed that OpenAI's existing and planned commitments have reached approximately 12GW, scalable to 16GW of NVIDIA hashrate, corresponding to cumulative revenue of about $600 billion by 2030. This is the largest single customer commitment NVIDIA has disclosed to date. The accounting treatment of this agreement and the method of disclosing potential contingent liabilities will be one of the risk variables most closely watched by the market during the upcoming earnings call.