Nvidia's significant investment in OpenAI signals a deepening partnership aimed at propelling future innovation in artificial intelligence. The collaboration seeks to combine Nvidia's technological prowess in AI infrastructure with OpenAI's advancements in AI models and applications. This partnership is poised to accelerate the development and deployment of AI across various industries, potentially reshaping how humans interact with technology.
On September 22, 2025, Nvidia and OpenAI announced their strategic partnership, outlining plans to deploy at least 10 gigawatts of Nvidia systems to bolster OpenAI's next-generation AI infrastructure. Nvidia intends to invest up to $100 billion in OpenAI to support this deployment, which includes data center and power capacity. The first phase is expected to be online in the second half of 2026, utilizing the Nvidia Vera Rubin platform.
Jensen Huang, the founder and CEO of Nvidia, emphasized the decade-long collaboration between the two companies, "from the first DGX supercomputer to the breakthrough of ChatGPT," and stated that this investment marks "the next leap forward—deploying 10 gigawatts to power the next era of intelligence". Sam Altman, the cofounder and CEO of OpenAI, echoed this sentiment, noting that "compute infrastructure will be the basis for the economy of the future, and we will utilize what we're building with NVIDIA to both create new AI breakthroughs and empower people and businesses with them at scale".
The partnership involves OpenAI working with Nvidia as a preferred strategic compute and networking partner for its AI factory growth plans. The companies will collaborate to co-optimize their roadmaps for OpenAI's model and infrastructure software and Nvidia's hardware and software. This collaboration complements existing partnerships with other collaborators, including Microsoft, Oracle, SoftBank, and Stargate, focusing on constructing the world's most advanced AI infrastructure.
Nvidia's investment in OpenAI can be seen as a strategic move to secure its position in the rapidly expanding AI infrastructure market. By supporting OpenAI's growth, Nvidia ensures a steady demand for its GPUs and other AI-related technologies. This move also allows Nvidia to stay at the forefront of AI development, gaining insights into the evolving needs of AI models and applications.
OpenAI has grown to over 700 million weekly active users and has seen strong adoption across global enterprises, small businesses, and developers. This partnership will help OpenAI advance its mission to build artificial general intelligence that benefits all of humanity. OpenAI's technology encompasses breakthroughs in large language models, multimodal AI, and generative systems, including GPT-4, ChatGPT, DALL-E, Whisper and Codex.
However, some reports suggest potential complications in the relationship. OpenAI is reportedly exploring alternative chip solutions for AI inference tasks, potentially due to dissatisfaction with Nvidia's chips for these specific applications. This has led to discussions with startups like Cerebras and Groq. Despite these reports, both Nvidia and OpenAI have publicly affirmed their commitment to the partnership. Jensen Huang has dismissed reports of tension as "nonsense" and confirmed Nvidia's intent to invest in OpenAI's future funding rounds and potential IPO. Sam Altman also expressed strong support for Nvidia, stating that they make "the best AI chips in the world".
Nvidia is also partnering with Dassault Systèmes to build an industrial AI platform, combining virtual twin technology with accelerated AI infrastructure. The partnership was announced at 3DExperience World, Dassault Systèmes' annual design and engineering event. Under the collaboration, Dassault Systèmes' 3DExperience platform and virtual twin technologies will be integrated with Nvidia's AI infrastructure, open models, and accelerated software libraries to create science-validated "industry world models".
