• NVIDIA's Investment: NVIDIA will invest up to $100 billion in OpenAI, with the funds to be progressively deployed as OpenAI's new computing infrastructure is built out. This investment will give NVIDIA a significant financial stake in one of its most important customers.

• OpenAI's Chip Purchases: OpenAI will use the capital from NVIDIA to purchase high-performance chips and systems. This ensures that NVIDIA has a guaranteed customer for its hardware and solidifies its position as a key supplier for AI development.

The first phase of this massive project is expected to begin in the second half of 2026, utilizing NVIDIA's upcoming Vera Rubin platform. This partnership complements existing relationships OpenAI has with other major players like Microsoft.

Broader Investment Landscape for Jensen Huang and OpenAI

NVIDIA CEO Jensen Huang has been actively investing in various AI-related ventures. Just recently, NVIDIA also announced a $5 billion investment in fellow chipmaker Intel. Additionally, NVIDIA has committed to a £2 billion investment in the UK's AI startup ecosystem to provide capital and infrastructure to emerging companies.

OpenAI, in addition to this new partnership with NVIDIA, has its own OpenAI Startup Fund which invests in early-stage AI companies across various sectors like healthcare, law, and education. The fund, which is independent of OpenAI itself, is managed by a dedicated team and is supported by investors including Microsoft.

In essence, these investments highlight the intense competition and strategic alliances forming in the AI sector, as companies race to secure the computing power and talent needed to dominate the next era of artificial intelligence.

You can learn more about the partnership from this video featuring the CEOs of both companies.