OpenAI Expands Global Footprint as Nvidia Doubles Down on Strategic Investment

AI heavyweight OpenAI accelerates infrastructure rollout while chipmaker Nvidia deepens its stake in the artificial intelligence revolution.

Strategic Expansion

OpenAI deploys additional server clusters across three continents—boosting computational capacity by 40% to handle soaring demand for generative AI services. The expansion comes as enterprise adoption hits record levels.

Hardware Bet

Nvidia increases its strategic position in OpenAI, signaling confidence in AI's commercial scalability. The move aligns with the chipmaker's pivot toward AI-as-a-service infrastructure.

Market analysts note the timing coincides with AI token valuations hitting all-time highs—because nothing says 'sustainable growth' like speculative assets tracking tech announcements.

OpenAI adds more sites, Nvidia ramps up stake

OpenAI said in a blog post, “The combined capacity from these five new sites—along with our flagship site in Abilene, Texas, and ongoing projects with CoreWeave—brings Stargate to nearly 7 gigawatts of planned capacity and over $400 billion in investment over the next three years.”

That’s not the ceiling. OpenAI is aiming for 10 gigawatts in total and might spend as much as $500 billion to get there. These numbers are way beyond what anyone thought possible just a year ago.

CoreWeave’s stock (CRWV.O) reacted to the announcement by cutting early trading losses. It ended up down about 4% in premarket hours. Reuters was the first to report the new expansion.

Meanwhile, Nvidia is pushing deeper into this mess. It announced plans this week to invest up to $100 billion in OpenAI and send over massive shipments of data-center chips. That gives Nvidia a financial stake in one of its biggest clients, which is already stirring up antitrust concerns.

But Nvidia isn’t just betting on OpenAI. It also owns more than 5% of CoreWeave. The chipmaker has been backing the AI cloud provider with both cash and chips. In return, CoreWeave signed a $6.3 billion order with Nvidia this month for hardware. The terms of that deal guarantee Nvidia will buy any extra cloud space from CoreWeave that doesn’t get sold to customers.

Now, between OpenAI’s Stargate plan, Oracle’s sites, SoftBank’s additions, CoreWeave’s supply guarantees, and Nvidia’s double investment, every player is stacking contracts like poker chips. None of them is folding.

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