Mon Sep 22 19:18:21 UTC 2025: ## Nvidia to Invest Up to $100 Billion in OpenAI in Landmark AI Partnership
**New York, NY** – Chipmaker Nvidia is set to invest up to $100 billion in OpenAI, the artificial intelligence powerhouse, in a deal that will see Nvidia supply the company with crucial data center chips. The agreement, announced Monday, solidifies a major partnership between two leading players in the global AI race.
According to sources close to OpenAI, the arrangement involves two interwoven transactions: OpenAI will purchase Nvidia’s chips for cash, and Nvidia will acquire a non-controlling equity stake in OpenAI. The first $10 billion of Nvidia’s investment will be triggered upon reaching a definitive agreement for chip purchases. Deliveries are expected to begin in late 2026.
The two companies have signed a letter of intent for a landmark strategic partnership to deploy at least 10 gigawatts of Nvidia chips for OpenAI’s AI infrastructure, and aim to finalise partnership details in the coming weeks, with the first deployment phase targeted to come online in the second half of 2026.
“Everything starts with compute,” said OpenAI CEO Sam Altman in a statement. “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 investment comes shortly after Nvidia committed $5 billion to Intel, and amidst reports of OpenAI restructuring into a for-profit company following a non-binding agreement with backer Microsoft. Nvidia also participated in a $6.6 billion funding round for OpenAI in October 2024.
This latest move by Nvidia, already the world’s most valuable chip firm, is expected to draw significant scrutiny from antitrust regulators, particularly in light of ongoing investigations into the dominant roles of Microsoft, OpenAI, and Nvidia in the AI sector. The US Justice Department and the Federal Trade Commission reached a deal in June 2024 paving the way for potential investigations.
Despite the potential regulatory hurdles, investors have reacted positively to the news. Nvidia’s stock price surged, climbing over 3.9 percent as of 2pm in New York (18:00 GMT). This latest partnership underscores the increasing demand for specialized computing power needed to fuel the rapidly advancing field of artificial intelligence.
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