NVIDIA to Invest $100 Billion in OpenAI for AI Infrastructure Development

NVIDIA and OpenAI have announced a strategic partnership in which NVIDIA plans to invest up to $100 billion in OpenAI. This collaboration aims to deploy at least 10 gigawatts of NVIDIA-powered AI data centers to support OpenAI's next-generation AI infrastructure. The first phase is scheduled to come online in the second half of 2026, utilizing NVIDIA's Vera Rubin platform.

Under the agreement, OpenAI will purchase NVIDIA's data center chips, while NVIDIA will acquire non-controlling shares in OpenAI. The initial $10 billion investment will commence once a definitive agreement is reached. This partnership underscores NVIDIA's commitment to advancing AI technologies and solidifies its position in the AI infrastructure sector. For OpenAI, the collaboration provides essential hardware resources to scale its AI capabilities.

Analysts view this investment as a significant move that could generate substantial revenue, with estimates suggesting the project could be worth up to $500 billion. However, some caution about potential risks associated with over-dependence on a single hardware provider. This development is part of a broader trend of strategic collaborations in the tech industry, including NVIDIA's recent investments in Intel and Microsoft's multi-billion-dollar backing of OpenAI.

This partnership reflects the growing importance of AI infrastructure in the tech industry and the strategic moves companies are making to secure their positions in this rapidly evolving field.