The Nvidia OpenAI investment sent shockwaves through the tech world this week as the chipmaker announced a massive $100 billion partnership with the AI giant. The deal immediately lifted Nvidia’s stock and set the stage for what CEO Jensen Huang called the “biggest AI infrastructure project in history.”
The partnership gives OpenAI access to at least 10 gigawatts of computing power, built on Nvidia’s upcoming Vera Rubin platform, expected to launch in the second half of 2026. This vast amount of computing capacity will train and run OpenAI’s next-generation artificial intelligence models, extending the companies’ decade-long collaboration.
A Historic AI Buildout
To put this project into perspective, Meta’s Louisiana AI data center will deliver only about 2 gigawatts of capacity — a fraction of what Nvidia and OpenAI plan. Analysts estimate the initiative could require as many as 5 million Nvidia GPUs, showing how fast demand for AI infrastructure is expanding.
Huang highlighted the importance of this partnership during interview with CNBC, saying, “Nvidia and OpenAI have pushed each other for a decade, from the first DGX supercomputer to the breakthrough of ChatGPT.”
Nvidia’s Expanding AI Investments
This deal is not Nvidia’s only major move in AI. Just last week, the company acquired a $5 billion stake in Intel to strengthen its ability to integrate CPUs into its AI systems. Nvidia also signed a $6.3 billion deal with CoreWeave to secure more computing capacity and continues to grow in Europe, including plans to deploy tens of thousands of chips in the UK.
Meanwhile, OpenAI has been making aggressive commitments of its own. The company recently agreed to a $300 billion contract with Oracle for cloud computing services, adding to billions already tied up in partnerships with CoreWeave and other providers.
Analyst Reactions and Market Impact
While many view Nvidia’s massive investment as proof of AI’s long-term growth, some analysts warn of risks. Gil Luria of DA Davidson cautioned that Nvidia may be acting as the “investor of last resort” for OpenAI, which has been making financial commitments well beyond its current means.
Despite these concerns, Nvidia’s stock climbed to nearly match its previous record high above $183, reinforcing its position as the world’s most valuable company with a market capitalization above $4 trillion.
