Nvidia Corp. (Nasdaq: NVDA) announced Monday it intends to invest up to $100 billion in OpenAI as part of a sweeping partnership to build at least 10 gigawatts of artificial intelligence computing infrastructure, representing millions of graphics processing units.
The companies signed a letter of intent for the landmark deal, which would make Nvidia both a major supplier and investor in the ChatGPT maker as OpenAI pursues what it calls “superintelligence.” The first phase is targeted to come online in the second half of 2026 using Nvidia’s Vera Rubin platform.
“This investment and infrastructure partnership mark the next leap forward — deploying 10 gigawatts to power the next era of intelligence,” said Jensen Huang, Nvidia’s founder and CEO.
The investment would be deployed progressively as each gigawatt of computing capacity comes online. OpenAI CEO Sam Altman said the infrastructure “will be the basis for the economy of the future.”
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OpenAI has grown to more than 700 million weekly active users since launching ChatGPT. The partnership expands the companies’ decade-long relationship, during which Nvidia has supplied the specialized chips that power OpenAI’s AI models.
Under the agreement, OpenAI will work with Nvidia as a preferred strategic partner for compute and networking. The companies will co-optimize their technology roadmaps for OpenAI’s software and Nvidia’s hardware platforms.
The deal complements OpenAI’s existing infrastructure partnerships with Microsoft, Oracle, SoftBank, and Stargate. Both companies said they expect to finalize details in the coming weeks.
Nvidia shares have surged over the past two years as demand for AI chips has exploded. The chipmaker’s current market capitalization is approximately $4.4 trillion as of late September 2025, making it one of the world’s most valuable companies.
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