Nvidia and OpenAI Forge a Monumental $100 Billion AI Infrastructure Partnership
Nvidia has announced a historic $100 billion investment partnership with OpenAI to construct a colossal AI infrastructure. This infrastructure will be capable of supporting the upcoming generation of artificial intelligence models. The chipmaker will gradually invest the funds as OpenAI deploys a minimum of 10 gigawatts of Nvidia systems for data centers by 2026. This is equivalent to the power consumption of several nuclear plants.
The initial phase of this partnership involves a $10 billion investment for 1 gigawatt of capacity. This will be achieved using Nvidia’s new Vera Rubin platform, with a target set for the second half of 2026. This partnership will supplement OpenAI’s existing collaborations with Microsoft, Oracle, and SoftBank under the “Stargate” project.
Following the announcement, Nvidia’s stock experienced a 4% surge, adding $170 billion to its market cap. This has brought the company’s valuation close to a staggering $4.5 trillion. The deal underscores the immense computational requirements for advanced AI development. Nvidia CEO Jensen Huang has described the deal as being “monumental in size.”
However, the partnership has already begun to draw antitrust scrutiny. This is due to the concentrated power of both companies in the AI sector.
Source: https://www.cnbc.com/2025/09/22/nvidia-openai-data-center.html