Nvidia (NASDAQ: NVDA) will invest up to $100 billion in OpenAI and supply the AI start-up with data center chips, marking one of the most significant collaborations in the AI sector.
OpenAI, the creator of ChatGPT, specializes in developing advanced artificial intelligence technologies for businesses and consumers.
Strategic Partnership Could Shift Investor Landscape
The partnership, announced Monday, involves two linked transactions: OpenAI will pay Nvidia in cash for chips, while Nvidia will acquire non-controlling shares in the company.
The first $10 billion of Nvidia’s investment will be triggered when OpenAI finalizes purchases of Nvidia chips, which are expected to begin arriving as soon as late 2026.
The AI firm, most recently valued at $500 billion, has already received $6.6 billion from Nvidia and pledged nearly half of its profits to Microsoft following a $13 billion investment in 2023.
OpenAI is currently navigating its transition to a for-profit entity, a process that has drawn considerable attention and legal scrutiny.
A letter of intent outlines a strategic partnership to deploy at least 10GW of Nvidia chips for OpenAI’s AI infrastructure.
“Everything starts with compute,” said OpenAI CEO Sam Altman.
“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.” Altman has previously highlighted that OpenAI’s growth is limited by available computing power, often measured in graphics processing units (GPUs) that drive AI performance.
Details of the partnership are expected to be finalized in the coming weeks, with the first phase of chip deployment targeted for the second half of 2026.
Nvidia’s investment follows a $5 billion commitment to struggling chipmaker Intel, reflecting the company’s dominant position in the AI chip market. With a $4 trillion market capitalization, Nvidia is widely recognized as a leader in artificial intelligence, and this deal further solidifies its influence in shaping the AI ecosystem.
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