Nvidia, the leader in graphics processor development, has announced plans to invest up to $100 billion in OpenAI, the creator of ChatGPT, as part of a strategic partnership. The announcement was published on OpenAI’s website. The collaboration aims to create powerful infrastructure for training next-generation artificial intelligence (AI) models capable of approaching superintelligence.

Partnership Details

The companies signed a memorandum of understanding under which Nvidia will deploy systems for OpenAI’s AI infrastructure with a total capacity of at least 10 gigawatts. These systems will include:

  • Data centers: to support high-performance computing.
  • Energy facilities: to power the infrastructure.

“Nvidia intends to invest up to $100 billion in OpenAI as new systems are rolled out,” the statement said. The project will be implemented in several phases, with the first stage launching in the second half of 2026.

The goal is to create and train next-generation AI models that could achieve the level of superintelligence — systems surpassing human capabilities in most tasks.

Context: OpenAI Expands Its Resources

The partnership with Nvidia is not OpenAI’s only step in strengthening its infrastructure. On September 10, 2025, The Wall Street Journal reported that OpenAI signed a $300 billion deal with Oracle to lease computing power over five years. This agreement is also aimed at advancing AI, including the training of models like ChatGPT.

These moves show that OpenAI is actively preparing for a leap in AI development, one that requires massive computational resources. Nvidia, whose chips (such as the H100 and Blackwell) dominate AI training, is becoming a key partner in this race.

Why Does This Matter?

Nvidia’s investment in OpenAI underscores:

  • The growth of the AI market: superintelligence demands enormous computing power, strengthening Nvidia’s role as a leading hardware supplier.
  • The energy challenge: 10 gigawatts equals the power consumption of a small city, raising questions about sustainability.
  • Competition: Google, Microsoft, and Amazon are also advancing AI, but the Nvidia-OpenAI partnership could give them an edge.

Potential Risks and Prospects

The project is ambitious but raises concerns:

  • Economics: $100 billion is a huge sum, and its return depends on the commercial success of AI models.
  • Ethics: superintelligence raises questions about safety and control.
  • Ecology: the energy demands could increase pressure on climate goals.

Nevertheless, if successful, the partnership could revolutionize AI, accelerating breakthroughs in medicine, science, and technology.

In Short…

Nvidia will invest up to $100 billion in OpenAI to create AI infrastructure with 10 gigawatts of capacity, starting in 2026. Combined with OpenAI’s $300 billion deal with Oracle, the partnership strengthens OpenAI’s position in the race for superintelligence. The project promises major advances in AI but also faces ethical and environmental challenges. The world stands on the brink of a new technological era, with Nvidia and OpenAI poised to take the lead.