- Nvidia will invest up to $100bn in OpenAI and provide chips to power its AI infrastructure, starting in late 2026.
- The deal will support OpenAI’s goal to scale AI breakthroughs and address its computing power constraints.
What happened: Nvidia to invest $100B in OpenAI for future AI growth
In a landmark deal, Nvidia, a leader in chipmaking, has announced plans to invest up to $100bn in OpenAI, the artificial intelligence firm behind ChatGPT. The agreement, revealed on 22 September 2025, will see Nvidia provide OpenAI with crucial data centre chips, which are integral to the firm’s AI infrastructure.
The deal is structured in two parts: OpenAI will pay Nvidia in cash for the chips, and Nvidia will make an investment in OpenAI for non-controlling shares. The partnership is expected to start in late 2026, when Nvidia begins delivering the chips. The first $10bn of the investment will be unlocked once the companies formalise their agreement for the chip purchase.
The collaboration also includes a strategic partnership to deploy a minimum of 10GW of Nvidia chips for OpenAI’s growing AI infrastructure. Sam Altman, CEO of OpenAI, emphasised the importance of computing power in the development of AI, stating that the infrastructure will form the backbone of future economic growth and technological breakthroughs.
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Why it’s important
This partnership marks a significant development in the rapidly expanding AI market, especially as companies like OpenAI face growing demands for computing power to train and run AI models. As Altman has previously mentioned, OpenAI has been constrained by limited access to GPUs, which are essential for running large-scale AI systems. Nvidia’s chips are expected to address these limitations, enabling OpenAI to push forward with more ambitious projects and scale its capabilities.
The deal also reinforces the growing influence of Nvidia in the AI sector, positioning it as a key player in the infrastructure that powers AI innovation. OpenAI’s shift towards profitability, highlighted by its ongoing transition to a for-profit entity and its partnership with Microsoft, shows the growing economic potential of the AI industry.
