Nvidia and OpenAI Forge $100 Billion AI Infrastructure Pact

Nvidia has committed to a landmark $100 billion deal with OpenAI, combining chip supply with strategic equity investment. The agreement secures Nvidia's position as the exclusive hardware provider for OpenAI's next-generation AI models, including GPT-5, while simultaneously acquiring unlisted shares in the AI pioneer.

The arrangement includes construction of 10GW data centers powered by Nvidia's industry-leading chips. These facilities will MOVE beyond testing environments to actively train and deploy production-scale AI systems. Nvidia's equity stake eliminates repayment obligations for OpenAI, creating an unusual risk-sharing structure in the tech sector.

Market analysts note the irony in Nvidia's position - the dominant AI chipmaker voluntarily locking itself into a partnership while competitors struggle to match its technological lead. The deal's scale eclipses OpenAI's total historical funding of $72 billion, raising questions about whether this represents genuine technological necessity or financial theater.