Nvidia To Invest $100 Billion in OpenAI (nvidia.com)
(Monday September 22, 2025 @11:30PM (msmash)
from the all-the-money-in-the-world dept.)
Nvidia will [1]invest up to $100 billion in OpenAI as the AI lab builds data centers requiring 10 gigawatts of power capacity. The 10-gigawatt deployment equals 4 to 5 million GPUs -- the same number Nvidia will ship globally this year. Building one gigawatt of data center capacity costs $50 to $60 billion, including approximately $35 billion for Nvidia chips and systems. The first phase begins in the [2]second half of 2026 using Nvidia's next-generation Vera Rubin systems.
The investment adds Nvidia to OpenAI's investor roster alongside Microsoft, SoftBank, and Thrive Capital at a $500 billion valuation. Nvidia CEO Jensen Huang described the investment as "additive to everything that's been announced and contracted."
[1] https://nvidianews.nvidia.com/news/openai-and-nvidia-announce-strategic-partnership-to-deploy-10gw-of-nvidia-systems
[2] https://openai.com/index/openai-nvidia-systems-partnership/
The investment adds Nvidia to OpenAI's investor roster alongside Microsoft, SoftBank, and Thrive Capital at a $500 billion valuation. Nvidia CEO Jensen Huang described the investment as "additive to everything that's been announced and contracted."
[1] https://nvidianews.nvidia.com/news/openai-and-nvidia-announce-strategic-partnership-to-deploy-10gw-of-nvidia-systems
[2] https://openai.com/index/openai-nvidia-systems-partnership/