Nvidia USD 100B OpenAI investment
Key takeaways
- Nvidia plans up to USD 100B investment in OpenAI tied to 10 GW of AI compute.
- Deal reinforces Nvidia’s “AI factory” model and raises antitrust questions.
- Investor focus: supply, power, and partner mix across chips and cloud.
Nvidia-OpenAI: powering up AI
Nvidia and OpenAI signed a letter of intent to deploy at least 10 gigawatts (GW) of Nvidia systems, with Nvidia intending to invest up to USD 100 billion progressively as capacity comes online. Funding arrives in stages—USD 10 billion at signing, then tranches as each gigawatt goes live. The sites will run Nvidia’s stack—GPUs, networking, and software—to train and deploy OpenAI models. Initial deployments are planned on Nvidia’s Vera Rubin platform (next…
