NVIDIA has announced plans to invest up to $100 billion in OpenAI, marking the largest-ever commitment in the field of AI infrastructure. This investment aims to expand the computational capacity required to train and operate advanced AI models, including large language models (LLMs) and other complex artificial intelligence systems. According to the agreement, NVIDIA will deploy at least 10 gigawatts of high-performance AI hardware to support OpenAI’s growing computational needs. The first systems based on NVIDIA’s upcoming Vera Rubin platform are expected to come online in the second half of 2026.
The partnership is structured so that NVIDIA’s funding will be released progressively as each gigawatt of computing power is deployed. This approach allows the maker of ChatGPT to align investment with the installation of new systems while steadily scaling its infrastructure. Clearly, by providing this unprecedented level of computational power, NVIDIA equips OpenAI with the resources needed to develop increasingly sophisticated AI models and accelerate innovation in natural language processing (NLP), image generation, and other advanced AI applications.
“It all starts with compute. Compute infrastructure will become the foundation of the future economy, and we will use the systems we build with NVIDIA to create new AI breakthroughs and empower people and businesses at scale,” said Sam Altman, CEO of OpenAI.
For NVIDIA, this partnership reinforces its position as a key supplier in AI computing infrastructure. In fact, by providing the hardware necessary for large-scale AI development, the company led by Jensen Huang ensures its central role in the AI ecosystem during a period of rapid growth in demand for high-performance AI systems.
“NVIDIA and OpenAI have driven each other over the past decade, from the first DGX supercomputer to the breakthrough of ChatGPT. This investment and infrastructure collaboration mark the next leap—deploying 10 gigawatts to drive the next era of intelligence,” noted Jensen Huang, founder and CEO of NVIDIA.
Currently, NVIDIA and OpenAI have formalized their plans through a letter of intent, and both parties stated they will work to finalize the details of the agreement in the coming weeks.
The timing of this development is particularly noteworthy, as both OpenAI and NVIDIA are currently facing significant legal and financial pressures. NVIDIA is under scrutiny from Chinese regulators over alleged antitrust violations as well as restrictions on the sale of its AI chips in the Chinese market, while OpenAI faces questions regarding its governance structure and the allocation of $100 billion in stock to its nonprofit arm. Both companies also face intense competition in their respective fields, with NVIDIA competing against semiconductor giants like AMD and Intel in the AI hardware space, and OpenAI contending with tech leaders such as Perplexity, Anthropic, Google, and Meta in advanced AI research and development.
