Nvidia Corp. will invest as much as $100 billion in OpenAI to support the creation of new data centres and the infrastructure required to run artificial intelligence workloads, the companies said Monday.
The announcement follows the signing of a letter of intent for a strategic partnership.
The investment aims to help OpenAI build data centres with a total capacity of 10 gigawatts, powered by Nvidia’s advanced AI chips, to train and deploy OpenAI’s models at scale.
“The first gigawatt of NVIDIA systems will be deployed in the second half of 2026 on the NVIDIA Vera Rubin platform,” the companies said in a press release.
Nvidia shares rose as much as 3.1% in New York trading on Monday, extending gains of about 36% so far this year.
Altman and Huang on the investment
“Everything starts with compute,” OpenAI Chief Executive Officer Sam Altman said in the statement.
“Compute infrastructure will be the basis for the economy of the future, and we will utilize what we’re building with Nvidia to both create new AI breakthroughs and empower people and businesses with them at scale.”
Over the next few weeks, we are launching some new compute-intensive offerings. Because of the associated costs, some features will initially only be available to Pro subscribers, and some new products will have additional fees.
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The deal underscores Nvidia’s efforts to ensure its hardware remains central to the rapid buildout of AI systems.
OpenAI has been expanding into hardware, including exploring its own chip designs, but Nvidia’s backing may help keep the company anchored to its products at a time when the industry is evaluating competitors’ components.
“NVIDIA and OpenAI have pushed each other for a decade, from the first DGX supercomputer to the breakthrough of ChatGPT,” said Jensen Huang, founder and CEO of NVIDIA.
“This investment and infrastructure partnership mark the next leap forward — deploying 10 gigawatts to power the next era of intelligence.”
Supporting ChatGPT growth
OpenAI’s ChatGPT, which is used by roughly 700 million people each month, requires significant computing power to operate.
The company has previously faced capacity constraints, particularly around new releases.
Altman acknowledged those limitations in a social media post on Sunday.
By investing directly, Nvidia is betting that shoring up OpenAI’s computing power will both accelerate AI adoption and keep its chips at the centre of future breakthroughs.
“NVIDIA and OpenAI look forward to finalizing the details of this new phase of strategic partnership in the coming weeks,” the companies added in the press release.
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