Particle.news

Download on the App Store

Nvidia to Invest Up to $100 Billion in OpenAI to Build 10 GW of AI Data Centers

The pact positions Nvidia as a top shareholder to secure OpenAI’s compute needs, with terms to be finalized in the coming weeks.

Overview

  • Nvidia and OpenAI confirmed plans to develop new AI data centers with roughly ten gigawatts of power capacity.
  • Reporting indicates the deal will be executed in tranches, including a reported $10 billion first payment once a cooperation agreement is ready, with initial Nvidia systems expected online from late 2026.
  • Nvidia shares rose about 4.5% to a record near $185 following the announcement.
  • OpenAI’s collaboration with Microsoft remains unchanged, and the company says it will continue developing its own AI chips.
  • The investment would make Nvidia one of OpenAI’s largest shareholders, adding to a prior $6.6 billion stake disclosed last year.