Nvidia Plans $100 Billion Investment To Build 10-Gigawatt AI Network With OpenAI

Nvidia (NVDA) plans to invest $100 billion in OpenAI, agreeing to supply and finance at least 10 gigawatts of advanced computing systems for the company’s next-generation models. 

OpenAI announced on Monday that the first phase of deployment is scheduled to come online in the second half of 2026, utilizing Nvidia’s new Vera Rubin platform. “Compute infrastructure will be the basis for the economy of the future,” OpenAI Chief Executive Sam Altman said in the announcement. Nvidia CEO Jensen Huang called the agreement “the next leap forward,” saying the partnership will power OpenAI’s path toward superintelligence.

Nvidia’s stock rose 2.6% in midday trade on Monday, with retail sentiment on Stocktwits trending in ‘bullish’ territory. Meanwhile, retail sentiment around OpenAI, which is not publicly traded, was in the ‘neutral’ zone. 

The announcement comes after it was reported last week that OpenAI planned to spend another $100 billion on servers to alleviate its compute crunch. The additional capacity is intended to mitigate persistent shortages of computing resources that have forced the company to delay product rollouts and throttle certain features. However, it was not mentioned that Nvidia would have a part to play. 

“Compute infrastructure will be the basis for the economy of the future,” OpenAI Chief Executive Sam Altman said in the announcement. Nvidia CEO Jensen Huang called the agreement “the next leap forward,” saying the partnership will power OpenAI’s path toward superintelligence. The companies said the details of the new phase in their strategic partnership will be finalized “in the coming weeks.” 

OpenAI’s deal with Nvidia is also another subtle shift toward its speculated independence from Microsoft (MSFT). OpenAI’s new tie-up with Nvidia gives it fresh leverage and diversifies its sources of capital and compute. Both companies said they will co-optimize their hardware and software roadmaps to accelerate model training and deployment.

Microsoft’s stock edged 0.6% lower in midday trade. Retail sentiment on Stocktwits around the tech giant dipped but remained within ‘bullish’ territory over the past day. 

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