NVIDIA to Invest Up to $100 Billion in OpenAI for AI Data Centers
The landmark partnership aims to deploy 10 gigawatts of computing power, sending NVIDIA's market cap to a record $4.5 trillion.
NVIDIA and OpenAI announced a letter of intent for a strategic partnership on September 22, 2025, that includes an investment of up to $100 billion from NVIDIA into the AI research lab. The deal, which NVIDIA CEO Jensen Huang called "The largest computing project in history," is structured to fund the buildout of at least 10 gigawatts of AI data center capacity for OpenAI's exclusive use.
## A Compute-Capital Feedback Loop
The partnership ties the world's leading semiconductor company to the leading AI model developer. According to a Reuters report, the structure involves two intertwined transactions: - NVIDIA will …
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