Nvidia to invest up to $100B in OpenAI as part of strategic partnership

OpenAI and Nvidia (NVDA) announced a letter of intent for a landmark strategic partnership to deploy at least 10 gigawatts of Nvidia systems for OpenAI’s next-generation AI infrastructure to train and run its next generation of models on the path to deploying superintelligence. To support this deployment including data center and power capacity, Nvidia intends to invest up to $100B in OpenAI as the new Nvidia systems are deployed. The first phase is targeted to come online in the second half of 2026 using the Nvidia Vera Rubin platform, the companies stated. “OpenAI will work with Nvidia as a preferred strategic compute and networking partner for its AI factory growth plans. OpenAI and Nvidia will work together to co-optimize their roadmaps for OpenAI’s model and infrastructure software and Nvidia’s hardware and software. This partnership complements the deep work OpenAI and Nvidia are already doing with a broad network of collaborators, including Microsoft (MSFT), Oracle (ORCL), SoftBank and Stargate partners, focused on building the world’s most advanced AI infrastructure. OpenAI has grown to over 700 million weekly active users and strong adoption across global enterprises, small businesses and developers. This partnership will help OpenAI advance its mission to build artificial general intelligence that benefits all of humanity. Nvidia and OpenAI look forward to finalizing the details of this new phase of strategic partnership in the coming weeks,” the companies added.