Nvidia Announces $100 Billion Investment in OpenAI AI Infrastructure

Nvidia has announced a landmark strategic partnership with OpenAI, committing up to $100 billion to build and deploy at least 10 gigawatts of AI infrastructure, marking one of the largest investments in artificial intelligence history. This investment will fund data centers and power capacity necessary for training and running OpenAI's next-generation models, with the first phase expected to be operational in the second half of 2026 using Nvidia's Vera Rubin platform. Nvidia CEO Jensen Huang described the initiative as a major leap forward, aiming to power the future economy by connecting intelligence to every application and device. OpenAI CEO Sam Altman emphasized that this compute infrastructure will enable new AI breakthroughs and empower businesses and individuals at scale. The partnership solidifies Nvidia's dominance in the AI sector, enhancing its competitive edge over rivals and expanding its addressable market. The announcement was well-received by Wall Street, reflecting strong investor confidence in Nvidia's strategic growth in AI.