Inbizzy, San Fransisco & Santa Clara, – Nvidia has announced plans to invest up to $100 billion in OpenAI through a strategic partnership that includes the supply of data center chips and the acquisition of non-controlling equity. The agreement is expected to strengthen global artificial intelligence (AI) infrastructure and deepen collaboration between two of the industry’s most influential players.
Building 10 Gigawatts of AI Infrastructure
Under the deal, OpenAI and Nvidia aim to build and deploy at least 10 gigawatts of data center systems powered by Nvidia technology. The first phase of 1 gigawatt is scheduled to come online in the second half of 2026, using Nvidia’s “Vera Rubin” platform.
Investment Structure and Chip Procurement
OpenAI will purchase Nvidia’s data center chips through cash transactions. In return, Nvidia will secure non-controlling equity stakes in OpenAI. The investment will be deployed progressively as new infrastructure capacity comes online.
Strategic Impact
This collaboration provides OpenAI with large-scale computing resources to support the development of generative AI models and research toward artificial general intelligence (AGI). For Nvidia, the deal further cements its role as the leading global supplier of AI hardware.
Timeline and Finalization
The agreement is currently at the Letter of Intent (LOI) stage and is expected to be finalized in the coming weeks. Hardware deliveries and deployment are projected to begin by late 2026.
Regulatory Oversight
Given the scale of the investment and Nvidia’s dominant position in the AI chip market, the deal could attract antitrust scrutiny from regulators worldwide.
