NVIDIA to Invest $100 Billion to Power OpenAI’s AI Future

NVIDIA has announced an investment of up to $100 billion USD to support OpenAI in building AI data centres with a capacity of at least 10 gigawatts, all powered by NVIDIA’s GPU-accelerated systems. The plan specifies that funding will be released incrementally as each additional gigawatt of capacity comes online, with the first batch of data centres expected to begin operations in the second half of 2026 and to be built on NVIDIA’s forthcoming Vera Rubin architecture platform.

The announcement frames the move as providing the computational backbone for OpenAI’s next generation of large-scale language models and as highlighting the deepening collaboration between the two organisations. In the same period, NVIDIA has disclosed other bold investments, including a $5 billion investment in Intel, and more than $900 million spent to secure technology licensing from AI startup Enfabrica, alongside bringing core team members on board.

OpenAI’s broader initiatives, such as its agreement with Oracle to build data centres with a capacity of 4.5GW and deploying over two million Oracle chips as part of the Stargate Project, are cited as part of the wider push to inject significant AI infrastructure capacity in the United States.