Nvidia strengthens its partnership with OpenAI through billion-dollar investment

Eulerpool Research Systems Sep 22, 2025

Takeaways NEW

  • The partnership enables OpenAI to reduce dependence on Microsoft and strengthens additional alliances in the AI sector.
  • Nvidia plans a billion-dollar investment in OpenAI to expand data centers for advanced AI.
Nvidia has announced an investment of up to 100 billion US dollars in OpenAI. This strategic partnership envisions the expansion of massive data centers to elevate artificial intelligence to the next stage of evolution. The plan includes the provision of 10 gigawatts of Nvidia systems to support OpenAI's infrastructure for the next generation of AI models. This is equivalent to the power supply for millions of households and signals a massive technological expansion. The collaboration with Nvidia could help OpenAI reduce its dependency on Microsoft, which has so far acted as the largest investor and cloud computing provider. Already in January, Microsoft announced changes in its partnership with OpenAI, allowing OpenAI the opportunity to expand its AI infrastructure with other partners. In this context, OpenAI has collaborated with Oracle and SoftBank on projects such as Stargate. Nvidia’s investment complements these existing partnerships and strengthens OpenAI’s position in the rapidly growing AI market. As the preferred strategic partner for computing power and networks, Nvidia will support OpenAI's growth in the field of AI factories. The details of Nvidia’s investment payout are still unclear, as it could occur in the form of chips, cloud credits, cash, or other means.

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