Nvidia Announces $100B Investment in OpenAI to Power Massive GPU Data Centers

Nvidia has committed $100 billion to OpenAI for the development of GPU-powered data centers, marking one of the largest private investments in AI infrastructure to date. The project will require 10 gigawatts of power—equivalent to 4-5 million GPUs, matching Nvidia's total expected shipments for 2025. CEO Jensen Huang described the partnership as "monumental in size," reinforcing the symbiotic relationship between the two firms that ignited the AI boom.

The announcement sent Nvidia's stock soaring to a record high of $184.55, adding $200 billion to its market capitalization within an hour. Analysts note the circular nature of the deal: OpenAI will reinvest the capital into Nvidia's hardware, creating a self-reinforcing cycle for GPU demand. The scale underscores the insatiable compute requirements of next-generation AI models.