Nvidia to invest up to $100 billion in OpenAI to accelerate AI infrastructure

Nvidia and OpenAI said Friday that Nvidia will invest up to $100 billion in OpenAI to help fund the latter’s next generation of artificial intelligence infrastructure, with Nvidia supplying the high-performance chips needed to run OpenAI’s models. The two companies described the arrangement as a catalyst for growth in data centers and AI processing capacity that would support OpenAI’s evolving suite of products and services.

The investment is intended to expand OpenAI’s data-center footprint and hardware capacity to handle the processing demands of large-scale AI models. Both sides stressed that the details will be finalized in the coming weeks, as they map out the scope of hardware provisioning, software integration, and operational governance. Jensen Huang, Nvidia’s chief executive, said the funding would mark the "next leap forward and power the next era of intelligence," underscoring the strategic aim of the collaboration to accelerate innovation in AI infrastructure.

OpenAI said it has more than 700 million weekly active users and that the partnership with Nvidia will advance its mission to build artificial general intelligence that benefits all of humanity. The company noted that the deal will contribute to OpenAI’s ability to scale its platforms while maintaining safety and governance across rapidly expanding deployments. The firms emphasized that OpenAI would continue working with a broad network of collaborators to build the most advanced AI infrastructure, including existing relationships with Microsoft, Oracle, SoftBank, and Stargate, among others.

The announcement comes as a broader push by tech giants to secure leadership in AI, a race that encompasses substantial investments in chipmaking, cloud capacity, and software ecosystems. Nvidia has highlighted its role as a critical supplier of processing power for AI workloads, reinforcing its position at the center of the industry’s infrastructure shift. In recent months, Nvidia has disclosed other notable investments, including a $5 billion investment in Intel and a £2 billion commitment to the UK’s AI sector, signaling a diversified strategy beyond chip shipments alone.

Analysts and industry observers have framed the deal as a meaningful marker in the ongoing competition to define AI leadership, with OpenAI’s platforms serving as central building blocks for enterprise and consumer applications alike. China has been cited as an emerging rival in the AI arena, reflecting the international dimension of the competition as firms seek to lock in capacity, partnerships, and access to cutting-edge technologies. The latest agreement with OpenAI reinforces Nvidia’s strategy to couple its hardware prowess with a cloud- and software-enabled AI ecosystem, positioning the company to influence how AI models are trained, deployed, and scaled across industries.

For OpenAI, the pact could help accelerate training and inference for increasingly sophisticated models, as well as broaden access to the infrastructure required to meet rising demand. For Nvidia, the deal expands a defense against potential shifts in supply chains and customer bases by tying OpenAI—and its extensive user network—closer to Nvidia’s hardware and software stack. The companies stressed that the collaboration would be implemented through a multi-year framework, with concrete milestones and timing to be disclosed as plans mature. In the near term, the arrangement will focus on expanding data-center capacity, optimizing chip utilization for OpenAI workloads, and enabling tighter integration between hardware, software, and AI models that OpenAI develops and deploys.