NVIDIA to Invest $100 Billion in OpenAI for AI Infrastructure

Sep 22, 2025
NVIDIA plans to invest up to $100 billion in OpenAI to develop AI data centers, enhancing OpenAI's infrastructure capabilities.

NVIDIA has announced a strategic partnership with OpenAI, committing up to $100 billion to develop AI data centers. This investment will support the deployment of at least 10 gigawatts of NVIDIA systems, which will power OpenAI's next-generation AI infrastructure. The first gigawatt is expected to be operational by the second half of 2026 on the NVIDIA Vera Rubin platform, announced in a press release.

The collaboration aims to enhance OpenAI's capabilities by reducing its reliance on existing cloud computing partners like Microsoft. OpenAI will work with NVIDIA as a preferred strategic compute and networking partner, co-optimizing their roadmaps for AI model and infrastructure software alongside NVIDIA's hardware and software.

This partnership complements OpenAI's existing collaborations with companies such as Microsoft, Oracle, and SoftBank, focusing on building advanced AI infrastructure. The investment marks a significant step in deploying superintelligence and scaling AI technology benefits globally.

We hope you enjoyed this article

Consider subscribing to one of our newsletters like Silicon Brief, AI Funding Brief or Daily AI Brief.

Also, consider following us on social media:

AI Chips & Datacenters AI Funding News AI Brief AI Brief (X)
Free newsletter

Silicon Brief

Weekly coverage of AI hardware developments including chips, GPUs, cloud platforms, and data center technology.

AI Token Webinar

Whitepaper

Tensordyne Napier: What If One Rack Could Do the Work of Nine?

Tensordyne

This Tensordyne whitepaper presents Napier, an inference-focused AI processor and rack-scale system based on the company’s TDN Math logarithmic number system. It examines infrastructure requirements for large mixture-of-experts and agentic models, compares major inference architecture approaches, and details the TDN AIP processor, TDN72 pod, TDN Link fabric, and Napier Ultra configuration. The paper reports simulation-based performance, cost, and accuracy-validation results, including Tensordyne’s projected comparison of one Napier rack with a nine-rack Nvidia Rubin plus Groq deployment; the chip is reported as taped out and in fabrication.

Read more

You may also like

Free, six days a week

Daily AI Brief: the AI news that matters, in your inbox.