Nvidia plans to invest up to $100 billion in OpenAI, supplying GPUs and networking equipment as the AI company expands its infrastructure. CEO Jensen Huang described the initiative as “monumental,” involving 4–5 million GPUs—double last year’s total—with the first $10 billion supporting the first gigawatt of computing power. The announcement boosted Nvidia’s stock by nearly 4%, adding around $170 billion to its market value.
The deal underscores OpenAI’s increasing reliance on Nvidia technology to serve its 700 million weekly users and develop next-generation AI models. OpenAI CEO Sam Altman emphasized research, product development, and infrastructure, while analysts note the partnership creates a mutually beneficial cycle amid growing competition from AMD and cloud providers.
