Nvidia to invest up to £75bn in OpenAI in landmark AI partnership
Chipmaker backs OpenAI with data-center buildout and processor supply as AI race accelerates
Nvidia said it will invest up to £75 billion in OpenAI in a landmark strategic partnership that will see OpenAI build new data centers powered by Nvidia’s AI processors. The companies said the investment will be staged and will involve OpenAI taking an equity stake as the alliance expands, while OpenAI will purchase millions of Nvidia processors.
The deal comes as competition intensifies among technology giants to secure access to the energy and chips required for AI growth. Nvidia described the arrangement as a major step forward for the industry, and executives said the collaboration will accelerate the deployment of AI across data centers and workloads. Nvidia chief executive Jensen Huang and OpenAI chief Sam Altman joined U.S. President Donald Trump on his state visit to the U.K. last week, underscoring the high-profile nature of the partnership.
OpenAI will purchase millions of Nvidia processors as part of the agreement, a move that could generate billions of dollars in revenue for Nvidia. Analysts highlighted the potential for a virtuous cycle: Nvidia provides the hardware and software acceleration OpenAI relies on, while OpenAI’s scale drives further demand for Nvidia’s chips. "Nvidia invests in OpenAI, which OpenAI then turns back and gives to Nvidia," said Bryn Talkington, partner at Requisite Capital Management, in commentary to CNBC. The brokered deal is framed as a long-term collaboration to expand AI infrastructure and capabilities across OpenAI’s platforms.
Market reaction to the announcement echoed the deal’s scale: Nvidia’s shares rose about 3.7% on the day, lifting the company’s market value to roughly £3.2 trillion. The surge reflected investor expectation that the partnership could secure a steady, high-volume customer for Nvidia’s processors and related AI hardware for years to come. The move also spotlights the broader race among tech giants to secure critical AI infrastructure amid concerns about energy usage, supply constraints, and the need for specialized chips.
The partnership signals a deeper alignment between a leading AI software firm and a dominant supplier of AI accelerators. By tying funding, equity, and processor supply to a unified data-center strategy, the arrangement aims to accelerate AI deployment at scale while reinforcing Nvidia’s central role in the AI hardware ecosystem. As OpenAI continues to push the boundaries of AI capabilities, the collaboration could shape access to compute resources, data-center design, and the speed with which new AI models reach commercial and consumer applications.
The broader technology landscape has been watching closely as companies seek to secure reliable, scalable compute and energy sources for AI workloads. The Nvidia-OpenAI agreement adds another major datapoint in a growing ecosystem of corporate partnerships designed to fuel next-generation AI research, products, and services. While terms are still unfolding, the deal underscores how chipmakers and AI developers are aligning to push the AI agenda forward, with potential ripple effects across hardware supply chains, data-center architecture, and stock market dynamics.
