Nvidia Announces $100 Billion Strategic Investment in OpenAI to Power Next-Gen AI Infrastructure

Nvidia (NVDA) has unveiled a landmark $100 billion investment plan in OpenAI, marking its second major AI partnership within days. The chipmaker's stock ROSE 4% to record highs as markets digested the scale of this multi-year commitment to build 10 gigawatts of AI data centers.

The collaboration will deploy millions of Nvidia GPUs to support OpenAI's artificial superintelligence ambitions. Initial infrastructure using Nvidia's forthcoming Vera Rubin platform is slated for activation in late 2026. While payment timelines remain unspecified, investments will scale progressively with each gigawatt deployment.

This MOVE extends a years-long technical partnership between the companies, with OpenAI having relied on Nvidia architecture since its inception. The deal's structure mirrors Nvidia's recent $5 billion AI investment, but at twenty times the scale - signaling the chipmaker's conviction in AI's transformative potential.