Nvidia’s $100 Billion Bet on OpenAI: Inside the 10 Gigawatt AI Supercomputer Alliance
Nvidia will invest up to $100 billion in OpenAI to build AI data centers totaling at least 10 gigawatts, among the largest infrastructure deals in the sector. The first 1 GW phase is set to launch in the second half of 2026 using Nvidia’s new Vera Rubin platform. The partnership gives OpenAI priority access to Nvidia hardware and a financial stake for Nvidia. News of the deal sent Nvidia shares to record highs.