Jensen Huang puts $100B behind OpenAI, just a week after dropping $5B on Intel

NVIDIA and OpenAI have confirmed plans for what they call the largest AI infrastructure project to date. OpenAI will deploy at least 10 gigawatts of NVIDIA-powered data centers using millions of GPUs. NVIDIA has pledged up to $100 billion in staged investments as each gigawatt comes online. The rollout will start with Vera Rubin GPU systems, with the first gigawatt scheduled to begin operation in the second half of 2026.

Scaling to 10 gigawatts would put OpenAI’s AI infrastructure on par with the energy usage of large nations. These million-GPU “AI factories” are expected to support OpenAI’s growing base of more than 700 million weekly active users and its expansion into agentic AI, reasoning capabilities, and longer context windows, explains NVIDIA.

Source: NVIDIA

Just last week, NVIDIA confirmed a $5 billion investment in Intel to support its manufacturing efforts. By contrast, the new OpenAI partnership represents up to $100 billion in spending, comparable to Intel’s entire market value, which currently stands at about $140 billion.

Source: NVIDIA

For NVIDIA and OpenAI, the announcement builds on nearly a decade of collaboration, starting with the delivery of the first DGX system in 2016 (pictured above).

Source: NVIDIA