Nvidia is set to supply chips for OpenAI’s data centers as part of a massive investment.
Published On 22 Sep 2025
Nvidia plans to inject up to $100 billion into OpenAI, providing vital chips for its data centers, marking a significant collaboration between two front-runners in the artificial intelligence sector.
The partnership, revealed recently, is expected to see Nvidia begin chip deliveries as early as late 2026. This agreement involves two closely linked transactions, according to insiders familiar with OpenAI.
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Under the deal, OpenAI will compensate Nvidia with cash for the chips, while Nvidia will acquire non-controlling stakes in OpenAI.
The initial phase of Nvidia’s investment, amounting to $10 billion, will commence when a formal agreement for chip purchases is established between the two companies. OpenAI was recently valued at $500 billion.
Nvidia has not yet commented on the particulars of the agreement, which adds to a series of partnerships among leading tech firms—including substantial investments in OpenAI from Microsoft and a recent collaboration between Nvidia and Intel on AI chip technology.
The two entities have signed a letter of intent for a pioneering strategic alliance to supply a minimum of 10 gigawatts of Nvidia chips to bolster OpenAI’s AI infrastructure.
They aim to finalize the terms of this collaboration in the near future, with the initial deployment phase set to launch in the latter half of 2026.
“It all begins with compute,” stated Sam Altman, CEO of OpenAI. “The computational foundation will shape the future economy, and our partnership with Nvidia aims to drive AI advancements and deliver these capabilities to people and businesses on a large scale.”
This investment by Nvidia follows its commitment of $5 billion to Intel, a struggling chip manufacturer.
Earlier this month, OpenAI and Microsoft announced a preliminary agreement for new terms that would facilitate OpenAI’s transition to a for-profit entity.
Nvidia had previously supported OpenAI in a funding round worth $6.6 billion in October 2024. However, another sizable backing from a leading firm like Nvidia may attract antitrust scrutiny.
Currently, the US administration under President Donald Trump is perceived as more lenient toward competition matters compared to the stance taken during President Joe Biden’s term.
Both the US Justice Department and the Federal Trade Commission agreed on a plan in June 2024 that could initiate antitrust investigations into the dominant positions of Microsoft, OpenAI, and Nvidia within the AI industry.
Following this announcement, Nvidia’s stock has reportedly surged, rising over 3.9% as of 2 PM Eastern Time (18:00 GMT).