Nvidi a wi ll pour $100 billion into OpenAI to help the artificial intelligence lab build massive data centers centered on Nvidia’s 0 plans to deploy Nvidia systems that together will need 10 gigawatts of power, the companies 1 gigawatt measure, used more often now to better describe large AI chip clusters, sets the scale of the 2 CEO Jensen Huang told CNBC’s Jon Fortt in San Jose, California, that 10 gigawatts equates to around 4 – 5 million 3 matches what Nvidia expects to ship in total this year and is “twice as much as last year.” “This is a giant project,” Huang said in the interview, seated with OpenAI CEO Sam Altman and the company’s president, Greg 4 idia shares surged to a new record high of $184.55 after the announcement, adding $200 billion in its market cap in a single hour.
BREAKING: Nvidia stock, $NVDA , surges to a new record high of $184.55 after announcing a $100 billion investment in 5 has now added +$200 BILLION of market cap over the last 6 — The Kobeissi Letter (@KobeissiLetter) September 22, 2025 Huang called the partnership “monumental in size,” underscoring how closely OpenAI and Nvidia remain linked after kicking off the recent AI boom . “Nvidia invests $100 billion in OpenAI, which then OpenAI turns back and gives it back to Nvidia,” Bryn Talkington, managing partner at Requisite Capital Management, told CNBC after the announcement. “I feel like this is going to be very virtuous for Jensen.” The commitment signals how much Nvidia technology OpenAI expects to require for the next wave of AI that goes beyond its current systems.
OpenAI’s chip needs were already rising to serve users at 7 company said it has 700 million active weekly users. “You should expect a lot from us in the coming months,” Altman said in the interview. “There are three things that OpenAI has to do well: we have to do great AI research, we have to make these products people want to use, and we have to figure out how to do this unprecedented infrastructure challenge.” The funding will roll out progressively The companies said the funding will roll out “progressively” as new capacity is built, and that Nvidia will be a “preferred” supplier of chips and networking 8 leads the market for AI accelerators, but it faces rising competition from Advanced Micro Devices and from cloud providers that are building their own chips and tightly integrated 9 told investors in August that it takes between $50 – $60 billion to construct a data center with one gigawatt of capacity, and almost $35 billion is linked to Nvidia chips and 10 first phase of the new buildout is scheduled to come online in Q2 2026, using Nvidia’s next-generation Vera Rubin systems.
Nvidia’s move follows a recent secondary sale that valued OpenAI at $500 billion, backed by a roster of 11 was one of OpenAI’s early backers and has a strategic pact to bring OpenAI models to its Azure cloud and Microsoft 12 Capital and Softbank are also major investors in 13 Nvidia-OpenAI effort will complement infrastructure work underway with Oracle, Microsoft, the Stargate project, and 14 the CNBC interview, Altman described Microsoft and Nvidia as “passive” investors and as two of OpenAI’s “most critical partners.” Huang said Nvidia’s investment is “additive to everything that’s been announced and contracted.” He told CNBC that the plan sits on top of what Nvidia has already told Wall Street to 15 this commitment far exceeds Nvidia’s earlier outlays, the company has been spending widely across the AI 16 to an earlier Cryptopolitan report, Nvidia’s AI spending is expected to reach $1.5 trillion in 17 week, Nvidia announced that it took a $5 billion Intel stake and that they would collaborate on AI 18 has also invested $700 million in Nscale, a UK-based data center startu 19 to a CNBC report from Thursday, Nvidia spent more than $900 million to bring the CEO of Enfabrica, Rochan Sankar, on board, along with other employees from the firm, and license Enfabrica’s 20 smartest crypto minds already read our 21 in?
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