OpenAI Expands Data Infrastructure with $400B Investment, Nvidia Increases Stake

OpenAI has unveiled its third major infrastructure expansion within a year, securing nearly 7 gigawatts of planned data capacity through new partnerships with Oracle and SoftBank. The $300 billion multi-year deal adds five new facilities to its existing Texas flagship site and CoreWeave collaborations.

Nvidia's deepened involvement signals escalating demand for AI compute power. The chipmaker's strategic positioning aligns with OpenAI's projected $400 billion expenditure over three years—a figure that may reach $500 billion as the company targets 10 gigawatts total capacity.

Market response was immediate, with CoreWeave's stock (CRWV.O) trimming early losses following the announcement. The scale of investment dwarfs previous industry expectations, demonstrating how quickly AI infrastructure requirements are outpacing forecasts.