Nvidia announced on Monday that it intends to invest as much as $100 billion in artificial intelligence firm OpenAI under a new partnership. The move comes as global tech leaders race to secure the computing power and energy resources critical for advancing AI development.
The two firms revealed a letter of intent outlining a major strategic alliance, which includes plans to provide OpenAI with a minimum of 10 gigawatts of Nvidia chips to power its AI infrastructure, as per Reuters.
“Everything starts with compute,” Sam Altman, CEO of OpenAI, said in a release. “Compute infrastructure will be the basis for the economy of the future, and we will utilize what we’re building with Nvidia to both create new AI breakthroughs and empower people and businesses with them at scale.”
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The partnership focuses on advancing OpenAI’s upcoming models and speeding up its pursuit of artificial general intelligence. As part of the collaboration, the two companies will jointly build AI supercomputing systems, starting with the rollout of Nvidia’s Vera Rubin platform.
“Nvidia and OpenAI have pushed each other for a decade, from the first DGX supercomputer to the breakthrough of ChatGPT,” Jensen Huang, founder and chief executive of the world’s most valued chipmaker, said in the statement, as quoted by HT. “This investment and infrastructure partnership mark the next leap forward—deploying 10 gigawatts to power the next era of intelligence.”
The companies expect to finalize the terms of their collaboration in the next few weeks, with the initial rollout scheduled to begin in the latter half of 2026.
“We’ve utilized their platform to create AI systems that hundreds of millions of people use every day,” he said. “We’re excited to deploy 10 gigawatts of compute with Nvidia to push back the frontier of intelligence and scale the benefits of this technology to everyone,” said Greg Brockman, cofounder and president of OpenAI, quoted by Business Today.
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The agreement brings together OpenAI’s software capabilities with Nvidia’s hardware strength to shape a unified AI roadmap. Under the partnership, OpenAI will rely on Nvidia as its primary partner for computing and networking to expand its AI infrastructure.
The deal expands on OpenAI’s current network of infrastructure partners, which features companies like Microsoft, Oracle, SoftBank, and Stargate. OpenAI now reaches more than 700 million active users each week, spanning businesses and developers around the world.
This announcement follows closely on Nvidia’s recent pledge of $5 billion to support Intel, which has been facing challenges in the chipmaking sector.