In a monumental move set to redefine the artificial intelligence landscape, chipmaking titan Nvidia has committed to investing up to $100 billion in OpenAI. This landmark deal is aimed at constructing the world’s most sophisticated AI infrastructure, providing the raw computational power needed to pursue the ambitious goal of creating “super-intelligence.” The partnership signifies a deepening of the relationship between the hardware and software leaders of the AI revolution.
Under the terms of the agreement, Nvidia will gain an equity stake in the pioneering AI research and deployment company. The massive investment is structured to be released in stages, directly linked to tangible progress. The initial tranche of $10 billion will be disbursed once the first gigawatt of computing power is successfully deployed, marking a significant milestone in this colossal undertaking.
This collaboration is built on a decade of mutual innovation, as highlighted by Nvidia’s founder and CEO, Jensen Huang. He emphasized the journey from the first DGX supercomputer to the global phenomenon of ChatGPT as a testament to their shared progress. “This investment and infrastructure partnership mark the next leap forward—deploying 10 gigawatts to power the next era of intelligence,” Huang stated, underscoring the project’s immense scale.
OpenAI’s CEO, Sam Altman, echoed this sentiment, positioning computational power as the foundational element of the future economy. “Everything starts with compute,” Altman remarked. He explained that the infrastructure built with Nvidia will be instrumental in achieving new AI breakthroughs and driving economic transformation, reinforcing the idea that access to powerful computing is no longer just a technical requirement but a strategic economic asset.
The first phase of this ambitious project is slated to go online in the second half of 2026. It will leverage Nvidia’s next-generation Vera Rubin platform, ensuring that OpenAI’s models are trained and run on the most advanced technology available. This strategic alliance is designed to eliminate the computing constraints that have previously challenged OpenAI, enabling them to better serve the 700 million weekly users of products like ChatGPT and accelerate the development of future AI systems.
