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NVIDIA has announced an investment of up to $100 billion USD to support OpenAI in building AI data centers with a capacity of at least 10 gigawatts, all powered by NVIDIA’s GPU-accelerated systems. This massive collaboration is set to provide the computational backbone for OpenAI’s next generation of large-scale language models.
According to the plan, NVIDIA’s funding will be released incrementally as each additional gigawatt of capacity comes online. The first batch of data centers is expected to begin operations in the second half of 2026, built on NVIDIA’s forthcoming Vera Rubin architecture platform. NVIDIA CEO Jensen Huang remarked that the Vera Rubin platform will represent “another major leap” beyond the current Blackwell chip architecture, delivering dramatic improvements in both performance and efficiency.
In his statement, Huang reflected on the decade-long partnership between NVIDIA and OpenAI, tracing their journey from the earliest DGX supercomputers to the creation of ChatGPT—each milestone pushing the boundaries of technological progress. OpenAI CEO Sam Altman emphasized that computational infrastructure will form the cornerstone of the future economy, and through NVIDIA’s advancements, OpenAI will continue to drive breakthroughs in AI while empowering businesses and individuals on a global scale.
This is not NVIDIA’s only recent bold investment. Just days ago, the company announced a $5 billion investment in Intel, following the U.S. government’s acquisition of a 10% stake in Intel, further strengthening the alliance. NVIDIA has also spent more than $900 million to secure technology licensing from AI startup Enfabrica, while simultaneously bringing its core team on board.
For OpenAI, this investment complements prior initiatives, such as its agreement with Oracle to build data centers with a capacity of 4.5GW, deploying over two million Oracle chips as part of the “Stargate Project.” This ambitious initiative, jointly launched by SoftBank, OpenAI, NVIDIA, Oracle, Arm, and Microsoft, aims to inject $500 billion into AI infrastructure development in the United States.
This latest move not only underscores the deep interdependence between NVIDIA and OpenAI within the AI ecosystem but also signals the onset of a new global arms race in computational power. Once the 10GW AI data centers are complete, OpenAI will command an unprecedented scale for model training—exerting immense competitive pressure on rivals such as Google DeepMind, Anthropic, and xAI.
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