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Nvidia Corp. announced Monday a strategic partnership with OpenAI that could see the chip giant invest up to $100 billion to build next-generation artificial intelligence infrastructure, marking one of the largest commitments in the rapidly expanding AI sector.
The collaboration pairs OpenAI, the creator of ChatGPT, with the world's leading manufacturer of AI chips in an effort to deploy massive data center capacity designed to power future AI applications.
"Compute infrastructure will be the basis for the economy of the future," OpenAI Chief Executive Sam Altman said in a joint statement. "We will utilize what we're building with NVIDIA to both create new AI breakthroughs and empower people and businesses with them at scale."
Under the agreement, San Francisco-based OpenAI will construct and operate AI data centers equipped with Nvidia's advanced computing systems, incorporating millions of the company's sophisticated graphics processing units. The companies said the first Nvidia systems are expected to become operational in the second half of 2025.
The announcement comes as major technology companies continue their aggressive spending on artificial intelligence infrastructure. Since OpenAI's ChatGPT debuted in late 2022, industry giants including Amazon, Google, Meta, Microsoft and Elon Musk's xAI have collectively invested billions of dollars in AI development and deployment.
The AI landscape faced disruption earlier this year when Chinese startup DeepSeek demonstrated that high-performance AI models could be developed using less expensive chips, challenging assumptions about the computational requirements for advanced AI systems.
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Last week, Nvidia announced a separate $5 billion investment in Intel Corp., joining SoftBank and the U.S. government in supporting the struggling chipmaker's turnaround efforts. Intel, once the dominant force in semiconductors, has lost ground after missing several critical technology transitions.
Nvidia's graphics processing units, originally developed for gaming applications, have become the cornerstone technology for AI systems, with companies worldwide competing to secure them for their data centers and AI projects.
The partnership extends beyond hardware provision, with both companies committing to optimize how their respective technologies work together. However, the firms did not disclose specific financial terms beyond the potential scale of Nvidia's investment.
OpenAI recently launched ChatGPT-5, the latest version of its flagship AI assistant, which the company says delivers significant improvements in artificial intelligence capabilities. The tool now serves more than 700 million weekly users, according to OpenAI, with the new version available at no cost.
The Nvidia-OpenAI partnership represents a significant consolidation of resources in the AI sector, as companies race to build the computational infrastructure necessary to support increasingly sophisticated artificial intelligence applications across industries.
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