NVIDIA to Invest Up to $100 Billion in OpenAI to Build AI Data Centers

NVIDIA and OpenAI have announced a landmark strategic partnership that could transform the infrastructure behind AI development. NVIDIA plans to invest up to $100 billion in OpenAI to support the building of massive data centers needed to train and run advanced AI models.

The agreement involves deploying at least 10 gigawatts of NVIDIA systems, a scale that translates into millions of GPUs powering OpenAI’s future models. The first gigawatt is expected to be operational in the second half of 2026, using NVIDIA’s upcoming Vera Rubin platform.

NVIDIA’s investment will happen progressively, tied to the deployment of each phase of data centers. Both companies said they are still finalizing the details of the partnership in the coming weeks.

This deal reflects the growing demand for compute power behind AI innovations like ChatGPT and signals how infrastructure is becoming a battleground in the AI race. It will also likely reshape competition, influence supply chains, and raise questions about how to scale safely and ethically.

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