NVIDIA to invest up to $100B in OpenAI
The two firms have signed a letter of intent that sets out a partnership to provide at least 10 gigawatts of NVIDIA systems to train and run OpenAI’s upcoming models, with the longer-term goal of building towards superintelligence.
Tech giant NVIDIA plans to invest as much as $100 billion in ChatGPT maker OpenAI as part of a plan to roll out new systems for the company’s next wave of artificial intelligence (AI) infrastructure.
The two firms have signed a letter of intent that sets out a partnership to provide at least 10 gigawatts of NVIDIA systems to train and run OpenAI’s upcoming models, with the longer-term goal of building towards superintelligence.
The investment also covers data centres and power requirements. The first stage is scheduled to begin operating in the second half of 2026, using the NVIDIA Vera Rubin platform.
“Everything starts with compute,” said Sam Altman, Co-founder and CEO of OpenAI. “Compute infrastructure will be the basis for the economy of the future, and we will utilise what we’re building with NVIDIA to both create new AI breakthroughs and empower people and businesses with them at scale.”
OpenAI will work with NVIDIA as its main partner for compute and networking in support of AI factory expansion. The two companies plan to align OpenAI’s software with NVIDIA’s hardware. This sits alongside their collaborations with Microsoft, Oracle, SoftBank and Stargate on large-scale AI infrastructure.
“NVIDIA and OpenAI have pushed each other for a decade, from the first DGX supercomputer to the breakthrough of ChatGPT,” said Jensen Huang, Founder and CEO of NVIDIA, adding that this investment and infrastructure partnership mark the next leap forward.
OpenAI now reports more than 700 million weekly active users, with uptake across enterprises, small businesses and developers worldwide.
This development comes a few days after NVIDIA said it will invest $5 billion in Intel as the two companies announced plans to work together on developing several generations of customised products for data centres and personal computers.
Edited by Jyoti Narayan