Nvidia to Invest Up to $100B in OpenAI

Nvidia has announced plans to invest up to $100 billion in OpenAI as part of a landmark deal to build out the next generation of AI infrastructure.

The two companies signed a letter of intent to deploy at least 10 gigawatts of Nvidia-powered data centers — enough capacity to supply millions of homes.

The systems, slated to go live in the second half of 2026 on Nvidia’s new Vera Rubin platform, will bring together millions of GPUs. OpenAI has named Nvidia its preferred partner for compute and networking, with both companies pledging to align their roadmaps across hardware, software, and models.

“Compute infrastructure will be the basis for the economy of the future, and we will utilize what we’re building with NVIDIA to both create new AI breakthroughs and empower people and businesses with them at scale,” said OpenAI co-founder and CEO Sam Altman.

Markets reacted instantly: Nvidia shares rose nearly 4% on Monday, adding roughly $170 billion to its market cap, which now sits close to $4.5 trillion.

The deal also signals a shift in OpenAI’s cloud strategy, potentially reducing its reliance on Microsoft, its largest investor and infrastructure provider. Earlier this year, Microsoft loosened the terms of its partnership, allowing OpenAI to expand with additional partners. Alongside Nvidia, OpenAI is working on major data center projects with Oracle, SoftBank, and Stargate.