Nvidia and OpenAI: Strategic Partnership Revolutionizes AI Infrastructure

Nvidia's stock price experienced a remarkable increase of nearly 4% on Monday after the chip giant announced it plans to invest up to $100 billion in OpenAI as part of a new partnership. This collaboration stipulates that OpenAI will have access to at least 10 gigawatts of computing power from Nvidia's AI systems to train and operate the next generation of their AI models. The implementation of the new computing power on Nvidia’s upcoming Vera Rubin platform is set to begin in the second half of 2026. Nvidia is known for its powerful AI systems based on graphics processors, primarily used in remote data centers. Jensen Huang, CEO of Nvidia, describes the ten-year collaboration between the two companies as groundbreaking, from the first DGX supercomputer to the breakthrough of ChatGPT. The recently announced deal represents an ambitious project that goes far beyond comparable projects. For example, Meta’s huge AI data center under construction in Louisiana will provide only two gigawatts of power—achieving only about a fifth of the capacity promised by OpenAI and Nvidia. Simultaneously, Nvidia is rapidly expanding into new AI business fields. Last week, the chip manufacturer acquired a $5 billion stake in Intel to use their CPUs in its own AI systems. Nvidia also plans to supply tens of thousands of AI chips in the UK and signed a $6.3 billion deal with CoreWeave to secure unsold computing capacities. OpenAI itself is seeking ways to secure its own computing capacity despite economic concerns and entered into a $300 billion deal with Oracle to acquire their computing power over the next five years. With this momentum, Nvidia's stock is approaching a new high and consolidating Nvidia's position as the world's most valuable company, with a market capitalization of over $4 trillion.