NVIDIA Commits Up to 100 Billion Dollars to OpenAI in Landmark AI Infrastructure Deal In a move that redefines the scale of artificial intelligence investment, NVIDIA has announced a strategic partnership with OpenAI that will see the chipmaker invest up to 100 billion dollars. The colossal investment is tied to OpenAI’s plan to construct at least 10 gigawatts of AI data center capacity, a buildout that will be powered by millions of NVIDIA GPUs and systems. The partnership, detailed in a letter of intent, represents an unprecedented level of collaboration between the two AI titans. The 100 billion dollar commitment from NVIDIA will be distributed progressively as each gigawatt of data center capacity comes online. The first phase of this ambitious project is scheduled to be operational in the second half of 2026 and will be built upon NVIDIA’s next-generation Vera Rubin platform. NVIDIA CEO Jensen Huang has previously promised that the Vera Rubin architecture will be a massive step up from the current Blackwell chips. Jensen Huang highlighted the long-standing relationship between the two companies, stating that NVIDIA and OpenAI have pushed each other for a decade, from the first DGX supercomputer to the breakthrough of ChatGPT. OpenAI CEO Sam Altman framed the partnership in world-changing terms, noting that compute infrastructure will be the basis for the economy of the future. He said OpenAI will use what they build with NVIDIA to create new AI breakthroughs and empower people and businesses with them at scale. This massive investment is the latest in a series of strategic moves by NVIDIA to solidify its dominance in the AI ecosystem. The company recently made a 5 billion dollar investment in Intel, an announcement that came shortly after the United States government took a 10 percent stake in the chipmaker. NVIDIA also recently spent over 900 million dollars to license AI technology from the startup Enfabrica and hire its CEO and other key employees. For OpenAI, the partnership with NVIDIA is another major alliance in its quest for unparalleled computing power. The company has a deep, multifaceted partnership with Microsoft and, earlier this summer, struck a deal with Oracle to build out 4.5 gigawatts of data center capacity using more than 2 million Oracle chips. The Oracle agreement is part of a broader, staggering initiative known as The Stargate Project. This venture involves SoftBank, OpenAI, NVIDIA, Oracle, Arm, and Microsoft and has pledged to spend 500 billion dollars on AI infrastructure in the United States. The scale of the NVIDIA-OpenAI deal underscores the immense capital and energy requirements of the ongoing AI race. Building 10 gigawatts of data centers represents a significant portion of global data center capacity and highlights the belief that advanced AI models will require a foundational infrastructure rivaling that of small nations. For the crypto and Web3 communities, this announcement signals where a vast amount of capital and technological innovation is flowing, potentially shaping the compute landscape for years to come and highlighting the resource intensity of centralized AI development.
