Nvidia to invest up to USD100 billion in OpenAI for AI data centres
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The news: Nvidia plans to invest up to USD100 billion in OpenAI to build massive AI data centres powered by its chips, the companies said.
The two signed a letter of intent for a strategic partnership to deploy at least 10 gigawatts of Nvidia systems, with the first phase expected to come online in the second half of 2026.
The infrastructure deal will use Nvidia’s next-generation Vera Rubin systems.
The context: The deal deepens the link between two key players in the AI sector. It comes as demand for Nvidia chips continue to rise, and as OpenAI’s ChatGPT has grown to around 700 million weekly users, requiring intensive compute power.
The investment complements infrastructure projects of OpenAI (which has struggled with computing limits during past product launches) with Microsoft, Oracle, SoftBank and others on the USD500 billion Stargate AI data centre project.
What they said: Nvidia CEO Jensen Huang told CNBC the project is equivalent to between 4 million and 5 million GPUs, which is roughly what the company will ship this year and twice as much as last year.
“NVIDIA and OpenAI have pushed each other for a decade, from the first DGX supercomputer to the breakthrough of ChatGPT,” Huang said in a statement. “This investment and infrastructure partnership mark the next leap forward — deploying 10 gigawatts to power the next era of intelligence.”
“Everything starts with compute,” Sam Altman, cofounder and CEO of OpenAI said in the satement. “Compute infrastructure will be the basis for the economy of the future, and we will utilize what we’re building with NVIDIA to both create new AI breakthroughs and empower people and businesses with them at scale.”
The sources: Joint media release, FT , Bloomberg
