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39m ago

Nvidia to Invest Up to $100 Billion in OpenAI’s Next-Gen AI Data Centers

The commitment signals Nvidia's move from supplier to strategic financer of OpenAI's compute buildout.

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Das Nvidia-Logo vor einem Bürogebäude in Shanghai zu sehen.
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Overview

  • Nvidia and OpenAI announced an up to $100 billion plan to fund and build new AI infrastructure using Nvidia GPUs.
  • The first of the jointly planned systems is expected to be operational in the second half of 2026.
  • The buildout includes new data centers designed for roughly 10 gigawatts of power capacity.
  • Key terms and deployment details are set to be finalized in the coming weeks, following Nvidia’s earlier $6.6 billion participation in OpenAI and its recent $5 billion investment in Intel.
  • Nvidia shares rose as much as 4.5% to a record $184.55 after the announcement, as OpenAI’s Sam Altman stressed that large-scale compute is foundational to the future economy.