Nvidia Pours $100 Billion into OpenAI for 10-Gigawatt AI Data Centers

- Nvidia’s $100 billion investment cements its leadership in AI hardware. - The partnership delivers 10-gigawatt GPU-powered data centers for OpenAI’s advanced AI needs. On September 22, 2025, CNBC reported that Nvidia unveiled a $100 billion investment in OpenAI. This investment will revolutionize AI data centers with unprecedented scale, as the landmark initiative provides the computational infrastructure needed to power OpenAI’s cutting-edge AI models and solidifies Nvidia’s dominance in the AI hardware space. This ambitious project, one of the largest AI infrastructure investments in history, involves deploying Nvidia-powered systems across data centers that require approximately 10 gigawatts of power. The infrastructure will use 4 to 5 million GPUs to meet OpenAI's rapidly increasing computational demands, and Nvidia will adopt a phased development approach, allocating funding progressively as data center capacity expands. The announcement provided key details on the project's timeline, with the first phase set to debut in the second half of 2026 featuring Nvidia’s next-generation “Vera Rubin” systems. These systems showcase Nvidia’s continued advancements in high-performance AI hardware and reinforce its strategic alliance with OpenAI. In a joint statement on September 22, OpenAI CEO Sam Altman expressed the investment's broader significance, noting, “Compute infrastructure will be the basis for the economy of the future.” He added that high-performance AI systems are poised to become cornerstones of global economic growth. This investment underscores Nvidia’s growing commitment to AI-driven infrastructure and collaborative partnerships. In addition to its work with OpenAI, Nvidia recently announced a $5 billion deal with Intel to co-develop AI chips and has ongoing projects with Microsoft and Oracle to augment complementary AI infrastructure.