Nvidia Corp. is making a monumental bet on the future of artificial intelligence, committing up to $100 billion to OpenAI. This blockbuster investment is designed to construct the world’s most advanced AI infrastructure, ensuring both companies remain at the apex of the technological revolution. The deal signifies a new level of collaboration between the premier chipmaker and the leading AI research lab.
Under the terms of the agreement, which has been solidified through a letter of intent, Nvidia will gain an equity stake in OpenAI. The massive investment will be disbursed in stages, intricately linked to developmental milestones. The first tranche of $10 billion is slated for release upon the successful deployment of the first gigawatt of computing power, marking a tangible first step in this ambitious journey.
The core of this partnership is the plan to deploy an astounding 10 gigawatts of Nvidia systems specifically for OpenAI’s next-generation needs. This immense computational power will be dedicated to training and operating sophisticated AI models, with the ultimate goal of paving the way toward “super-intelligence.” This initiative represents a quantum leap from previous collaborations, aiming to build an infrastructure unparalleled in scale and capability.
Jensen Huang, Nvidia’s founder and CEO, highlighted the decade-long synergy between the two companies. “Nvidia and OpenAI have pushed each other for a decade, from the first DGX supercomputer to the breakthrough of ChatGPT,” he stated. “This investment and infrastructure partnership mark the next leap forward—deploying 10 gigawatts to power the next era of intelligence.” This reflects a shared vision for accelerating AI progress.
The first tangible results of this mega-deal are expected to emerge in the second half of 2026. This initial phase will utilize Nvidia’s forthcoming Vera Rubin platform, signaling the deployment of next-generation technology. For OpenAI, which serves approximately 700 million weekly users with products like ChatGPT, this partnership is a critical step to overcome existing computing constraints and secure the immense power needed for future breakthroughs.