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Chipmaker Nvidia will invest US$100 billion in OpenAI as part of a partnership announced Monday that will add at least 10 gigawatts of Nvidia AI data centres to ramp up the computing power for the owner of the artificial intelligence chatbot ChatGPT.
Per the letter of intent signed by the companies, the first gigawatt of Nvidia systems will be deployed in the second half of 2026. Nvidia and OpenAI said they would be finalising the details of the arrangement in the coming weeks.
“This partnership complements the deep work OpenAI and Nvidia are already doing with a broad network of collaborators, including Microsoft, Oracle, SoftBank and Stargate partners, focused on building the world’s most advanced AI infrastructure,” the companies said in a release.
The Nvidia-OpenAI partnership comes about 10 days after OpenAI said it had reached a new tentative agreement that will give Microsoft a US$100 billion equity stake in its for-profit corporation. OpenAI is technically controlled by its non-profit.
OpenAI was founded as a non-profit in 2015 and its non-profit board has continued to control the for-profit subsidiary that now develops and sells its AI products.