Nvidia Goes All-In: $100B and Equity Stake to Power OpenAI’s AI Ambitions

Nvidia is making an enormous bet on the future of artificial intelligence, agreeing to invest up to $100 billion in OpenAI and taking an equity stake in the company. This blockbuster deal is aimed at building out a massive network of AI data centers, providing the raw horsepower OpenAI needs to pursue its goal of developing “super-intelligence” and serving its vast global audience.
This strategic investment will be rolled out in phases, with the first $10 billion payment contingent on the first gigawatt of computing infrastructure being successfully deployed. The total plan calls for an incredible 10 gigawatts of Nvidia systems, an amount of dedicated AI compute that was unimaginable just a few years ago. This structure ensures accountability and aligns the investment with tangible progress.
The collaboration builds on a fruitful, decade-long history. Jensen Huang, founder and CEO of Nvidia, highlighted this shared journey of innovation, from the first DGX supercomputer to the launch of ChatGPT. He described the new partnership as the “next leap forward” in their quest to power a new era of intelligence.
Sam Altman, CEO of OpenAI, emphasized that this deal is about securing the fundamental ingredient for progress. “Compute infrastructure will be the basis for the economy of the future,” Altman said, explaining that the new systems will be used to create major AI breakthroughs. The investment will help OpenAI overcome the computing constraints that have previously created challenges in meeting customer demand.
The first phase of this supercomputing project is scheduled for the second half of 2026 and will feature Nvidia’s next-generation Vera Rubin platform. This ensures OpenAI’s developers will have first-in-line access to the most powerful AI hardware on the market, creating a potent combination of cutting-edge software and hardware to push the boundaries of AI.