Nvidia revealed on Monday its intention to inject as much as $100 billion into OpenAI, aiming to accelerate the rollout of AI data centers powered by Nvidia’s advanced processors. The move forms a critical part of OpenAI’s push to develop data centers representing hundreds of billions of dollars in value over the coming years.
Under this strategy, OpenAI is set to build a 10 gigawatts’ worth of AI data center capacity using Nvidia’s systems, which will encompass millions of GPUs, according to statements from both firms. In the fast-evolving AI landscape, the size and power of these centers are increasingly measured in gigawatts.
As outlined by the companies, the initial phase of deployment will utilize Nvidia’s forthcoming Vera Rubin systems, targeted to come online in the latter half of 2026.
The partnership comes as Nvidia joins a coalition of backers, which recently secured $500 billion for OpenAI in a secondary fundraising round. OpenAI, which maintains a wide-ranging technology alliance with Microsoft, counts the software giant among its earliest supporters. Microsoft continues to integrate OpenAI’s models into platforms like Microsoft Office and its Azure cloud suite. Other key OpenAI investors include Thrive Capital and SoftBank.
This new collaboration complements existing infrastructure projects between OpenAI and technology powerhouses such as SoftBank, Microsoft, and Oracle, as well as initiatives under their collective Stargate endeavor, representatives indicated.
Nvidia shares surged nearly 4% following the announcement, bolstering the chipmaker’s market capitalization by approximately $170 billion and pushing its overall valuation close to $4.5 trillion.
“NVIDIA and OpenAI have pushed each other for a decade, from the first DGX supercomputer to the breakthrough of ChatGPT,” said Jensen Huang, founder and CEO of NVIDIA. “This investment and infrastructure partnership mark the next leap forward—deploying 10 gigawatts to power the next era of intelligence.”
“Everything starts with compute,” said Sam Altman, co-founder and CEO of OpenAI. “Compute infrastructure will be the basis for the economy of the future, and we will utilize what we’re building with NVIDIA to both create new AI breakthroughs and empower people and businesses with them at scale.”
“We’ve been working closely with NVIDIA since the early days of OpenAI,” said Greg Brockman, co-founder and President of OpenAI. “We’ve utilized their platform to create AI systems that hundreds of millions of people use every day. We’re excited to deploy 10 gigawatts of compute with NVIDIA to push back the frontier of intelligence and scale the benefits of this technology to everyone.”
