Nvidia has agreed to invest $100 billion in OpenAI to build massive AI data centres powered by its chips, while assuring customers the deal won’t affect GPU supply to other tech giants.
Nvidia has announced plans to invest up to $100 billion in OpenAI, marking one of the largest-ever deals in the artificial intelligence sector.
The agreement will see the processor manufacturer provide its highly sought-after chips to the ChatGPT maker while also taking a non-controlling equity stake in the company.
The deal is structured around two transactions: OpenAI will pay Nvidia in cash for GPUs, and in return Nvidia will invest capital into the startup.
The companies said the funding will help build AI data centres with at least 10 gigawatts of power, designed to run and train increasingly advanced models.
Nvidia chief executive Jensen Huang described the move as part of the company’s strategy to maintain its lead in the AI chip market, which has seen soaring demand over the past two years.
OpenAI CEO Sam Altman welcomed the partnership, and said in a statement: “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.”
Nvidia stressed that the investment would not affect its relationships with other major customers, including Microsoft, Amazon, Meta and Alphabet, who have all been racing to secure GPU supply.
The company said in a statement: “Our investments will not change our focus or impact supply to our other customers.
“We will continue to make every customer a top priority, with or without any equity stake.”
The partnership comes as Nvidia’s market value has soared to nearly $4.5 trillion, reflecting its dominance in AI hardware.
The first phase of the OpenAI project is expected to go live in the second half of 2026.
Nvidia to invest 100bn USD in ChatGPT maker OpenAI
