Nvidia to invest $100bn in OpenAI data centers expansion

Nvidia investment in OpenAI
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By Shilpa Annie Joseph, Sr. Content Head
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Nvidia Founder and CEO Jensen Huang has announced the company will invest up to $100 billion in the buildout of OpenAI data centers.

According to the statement, Nvidia and OpenAI have unveiled a letter of intent outlining plans for a massive artificial intelligence infrastructure initiative, which the companies are calling a landmark project in the AI sector.

The effort will combine a planned investment of $100 billion with at least 10 gigawatts of Nvidia-powered systems, marking one of the largest-scale deployments of AI infrastructure to date.

“This is the biggest AI infrastructure project in history,” Huang said, adding the partnership was about moving AI “from the labs into the world,” according to an interview-style post on Nvidia’s corporate blog.

OpenAI CEO Sam Altman said that “there’s no partner but Nvidia that can do this at this kind of scale, at this kind of speed,” and called the infrastructure “the fuel that we need to drive improvement,” the blog reported.

The firms stated that the first gigawatt is targeted for the second half of 2026 on Nvidia’s Vera Rubin platform, and the partnership will use millions of Nvidia GPUs to train and run OpenAI’s next generation of models.

OpenAI noted that it now serves more than 700 million weekly active users, highlighting the need to expand capacity as new models are introduced.

According to the reports, this partnership complements the deep work OpenAI and NVIDIA are already doing with a broad network of collaborators, including Microsoft, Oracle, SoftBank, and Stargate partners focused on building the world’s most advanced AI infrastructure.

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