Nvidia and OpenAI have entered into a partnership that is expected to see an incremental investment of up to $100 billion over the next few years. The goal is to build a massive infrastructure with at least 10 gigawatts of computing power, which will enable training of the next generation of artificial intelligence models. The market reacted quickly: Nvidia shares rose more than 4% on the news.
The race for dominance in artificial intelligence has just entered a new chapter. Nvidia, the king of graphics processors, and OpenAI, the most prominent name in the AI industry, have announced a collaboration that will be hard to match in the history of technology investments. At the forefront is a breathtaking figure: $100 billion. But even more impressive is the promise of 10 gigawatts of computing power, which is equivalent to the electricity consumption of a small city – but intended solely for training neural networks.
The partnership is formalized in a so-called agreement in principle, which foresees that Nvidia will gradually invest in OpenAI over the coming years, proportional to the progress of building the new infrastructure. The first phase is expected to begin in the second half of 2026, when the first large data centers filled with millions of Nvidia GPUs are expected to come online. While the “100 billion” figure sounds like a one-time payment, it is actually built on the logic of gradual investments: more systems, more money.
Why all this? The answer is simple, but explosive: current artificial intelligence is stifling due to a lack of computing power. Even though companies like Microsoft, Google, and Amazon are building their own gigantic server farms, OpenAI It needs an infrastructure of a whole new order of magnitude. Only then can it pursue its vision of “superintelligence” – a vague but exciting term used in Silicon Valley for models capable of surpassing human intellectual limits.
All of this raises more questions than answers. The energy for 10 gigawatts of systems will not come by itself. The question is how sustainable such consumption will be and who will ensure that the infrastructure does not become an environmental black swan. It is also unclear what influence Nvidia will have in OpenAI, as the ownership agreement has not been disclosed. At the same time, regulators around the world are already looking at how they will regulate the concentration of power that comes with the connection between the largest AI chip manufacturer and the most influential AI model developer.
Nevertheless, investors have made it clear what they think about the alliance. Shares Nvidia jumped 4.4% after the announcement, which means the market believes in combination of capital, hardware power and software innovation. The partnership is not only a technological, but also a financial signal: if you have GPUs and an idea, the future is in your favor.
Conclusion: Nvidia and OpenAI Collaboration
Nvidia's collaboration with OpenAI is one of the most ambitious projects in the history of computing. If successful, we may indeed be witnessing the birth of the infrastructure that will enable the first true superintelligence. But for now, it is mostly a promise—a promise that will need to be backed up with energy, regulation, and a huge amount of trust that such power will not fall into the wrong hands.
If it has been so far AI "hot topic", has now become an industrial reactor that will be difficult to stop.
