NVIDIA Pledges $100 Billion to OpenAI for AI Data Center Development
In a monumental partnership announced on Monday, NVIDIA and OpenAI disclosed a strategic agreement. This deal involves NVIDIA investing a staggering $100 billion in OpenAI to construct colossal AI data centers, powered by millions of graphics processing units.
The partnership aims to deploy 10 gigawatts of computing power. According to NVIDIA’s CEO, Jensen Huang, this is equivalent to between 4 million and 5 million GPUs. The first gigawatt is expected to come online in the latter half of 2026, utilizing NVIDIA’s next-generation 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 stated. “This investment and infrastructure partnership mark the next leap forward — deploying 10 gigawatts to power the next era of intelligence.”
OpenAI’s CEO, Sam Altman, emphasized that “everything starts with compute,” describing compute infrastructure as “the basis for the economy of the future.” The investment will be progressively deployed as each gigawatt of capacity is brought online, bolstering OpenAI’s journey towards developing superintelligence capabilities.
Following the announcement, NVIDIA’s stock surged nearly 4%, adding approximately $170 billion to the company’s market capitalization. This partnership signifies one of the most substantial technology infrastructure investments announced to date.
Source: CNBC