Nvidia has announced plans to invest up to $100 billion in OpenAI, a move that signifies a major partnership between two of the most influential companies in the global artificial intelligence race. The investment will focus on deploying Nvidia’s chips for OpenAI’s advanced AI infrastructure.
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The two companies have signed a letter of intent for a strategic partnership that will see at least 10 GW of Nvidia chips deployed. They aim to finalize the details in the coming weeks, with the first phase of deployment set to go live in the second half of 2026.
OpenAI CEO Sam Altman stated that this investment in computing infrastructure is crucial for the future economy. He said the partnership will help OpenAI create “new AI breakthroughs” and empower people and businesses with AI technology at scale.
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Nvidia’s substantial investment in OpenAI could attract antitrust scrutiny. The investment follows a $6.6 billion funding round from Nvidia to OpenAI in October 2024. The U.S. Department of Justice and the Federal Trade Commission have already reached an agreement to potentially investigate the dominant roles that Nvidia, Microsoft, and OpenAI play in the AI industry.
This tie-up comes on the heels of other major business developments for both companies. Just days before this announcement, Nvidia committed $5 billion to chipmaker Intel. Meanwhile, OpenAI and its key backer Microsoft recently signed a non-binding deal that could allow OpenAI to restructure into a for-profit company.
