NVIDIA has agreed to invest $100 billion in OpenAI, marking one of the largest corporate funding commitments in the artificial intelligence sector to date.
The investment establishes NVIDIA as a strategic partner in OpenAI’s infrastructure buildout, with the two companies aiming to jointly develop at least 10 gigawatts of AI data centre capacity.
Under the letter of intent, NVIDIA will serve as the primary provider of compute and networking systems powering OpenAI’s next-generation facilities.
These large-scale centres are expected to support advanced training and deployment of AI models, reflecting the escalating demand for infrastructure capable of handling increasingly complex workloads.
The deal highlights the deepening interdependence between leading AI developers and chipmakers. OpenAI, the creator of ChatGPT, requires immense processing power for model training, while NVIDIA benefits from securing a major long-term customer as competition for AI infrastructure intensifies globally.
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The $100 billion commitment stands out not only for its scale but also for its timing. Rival chipmakers such as AMD and Intel are pushing to gain ground in the AI compute market, while hyperscalers including Microsoft, Google, and Amazon continue investing billions into their own data centres.
By securing a direct stake in OpenAI’s infrastructure expansion, NVIDIA is moving beyond being a supplier to becoming a key partner in the company’s growth strategy.
If completed, the planned 10 gigawatts of AI data centres would represent one of the largest concentrated investments in AI infrastructure worldwide.
For context, the power capacity rivals that of multiple national energy grids, highlighting both the scale of OpenAI’s ambitions and the energy challenges linked to large-scale AI adoption.
The agreement remains at the letter of intent stage, but its announcement signals a new phase in the race to build the infrastructure backbone of artificial intelligence.