Nvidia Plans $100B Investment in OpenAI for Global AI Infrastructure

Nvidia is set to invest up to $100 billion in OpenAI as part of a strategic partnership to build and deploy at least 10 gigawatts of AI data centers, significantly enhancing OpenAI's computational infrastructure. This collaboration, expected to begin chip deliveries by late 2026, involves OpenAI purchasing Nvidia chips and Nvidia acquiring non-controlling shares in OpenAI. The partnership reflects the growing industry demand for high-performance AI computing and positions OpenAI to advance its generative AI technologies with millions of GPUs sourced from Nvidia. This initiative is part of a broader AI infrastructure race involving major tech players, underscoring Nvidia's pivotal role in AI hardware and software development. OpenAI and Nvidia aim to co-optimize their technological roadmaps, leveraging collaborations with companies like Microsoft and Oracle to build the world's most advanced AI systems. The move has also positively influenced Nvidia's stock and semiconductor market sentiment, highlighting the strategic importance of AI in the technology sector.