With $100 billion, Nvidia supports OpenAI's computational pursuit.

The "biggest AI infrastructure project in history" was just unveiled by Nvidia and OpenAI. The business, led by Jensen Huang, plans to invest up to $100 billion in OpenAI, which will employ its cutting-edge GPUs to train and operate next-generation AI. The specifics: A letter of intent has been signed by the firms to power OpenAI's AI infrastructure with 10 GW of Nvidia systems, or millions of GPUs. Nvidia will gradually invest in OAI to enable its deployment, including data center and power requirements, with each GW, reaching a $100 billion total investment. It is anticipated that the project's first gigawatt will be operational by the second half of 2026, utilizing Nvidia's next-generation Vera Rubin platform. While maintaining relationships with Microsoft and Oracle for the infra push, OAI stated that it will approach Nvidia as a "preferred strategic compute and networking partner." With this agreement, Nvidia is locking in a significant client for its GPU business while also providing OpenAI with the financial boost it needs to secure compute and power capacity for the next era of intelligence. But many others saw it as an endless money cycle in which funds only move back and forth between OpenAI and its partners, Oracle and Nvidia.