Nvidia Plans $100 Billion Investment in OpenAI for Massive Data Center Expansion
Summary
Nvidia announces a massive $100 billion investment in OpenAI to build data centers requiring 10 gigawatts of power and up to 5 million GPUs, with the first phase launching in late 2026 and driving Nvidia's stock up 4% while adding $170 billion in market value.
Key Points
- Nvidia plans to invest up to $100 billion in OpenAI as part of a massive data center buildout requiring 10 gigawatts of power, equivalent to 4-5 million graphics processing units
- The first $10 billion investment deploys when the initial gigawatt is completed, with the first phase coming online in the second half of 2026 using Nvidia's next-generation Vera Rubin systems
- Nvidia stock rises almost 4% on the announcement, adding close to $170 billion in market value as the partnership strengthens the connection between two major AI boom drivers