Nvidia, the chipmaking giant, announced plans to invest up to $100 billion in OpenAI and supply it with data center chips, the companies confirmed Monday. The partnership marks a major collaboration between two of the most prominent players in the global race to advance artificial intelligence.
Deliveries of Nvidia’s chips are expected to begin as early as late 2026. According to a source close to OpenAI, the arrangement will involve two linked transactions: OpenAI will purchase chips from Nvidia with cash, while Nvidia will acquire non-controlling equity in OpenAI.
The first $10 billion of Nvidia’s investment will be triggered once a definitive chip purchase agreement is reached. OpenAI, currently valued at around $500 billion, previously received $6.6 billion in funding from Nvidia. The ChatGPT maker has already pledged 49% of its profits to Microsoft following a $13 billion investment in 2023, part of its ongoing and complex transition into a for-profit entity.
In a joint statement, the companies unveiled a letter of intent outlining a landmark partnership to deploy at least 10 gigawatts (GW) of Nvidia-powered infrastructure for OpenAI’s AI systems.
“Everything starts with compute,” said Sam Altman, CEO of OpenAI. “Compute infrastructure will be the foundation of tomorrow’s economy. What we’re building with Nvidia will not only enable new AI breakthroughs but also help bring them to people and businesses at scale.”
Altman has often highlighted that OpenAI’s growth is limited by access to computing power, particularly the number of GPUs available to process AI queries.
The companies aim to finalize the partnership details in the coming weeks, with the first phase of deployment expected to launch in the second half of 2026.
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