OpenAI and NVIDIA plan $100 billion AI infrastructure partnership

Published 22/09/2025, 17:06
© Reuters

SAN FRANCISCO/SANTA CLARA - NVIDIA (NASDAQ:NVDA), the semiconductor giant with over $165 billion in trailing twelve-month revenue and an impressive 70% gross profit margin, intends to invest up to $100 billion in OpenAI as part of a strategic partnership to deploy at least 10 gigawatts of AI data centers, according to a press release statement issued Monday. According to InvestingPro analysis, NVIDIA’s current market valuation suggests the stock is trading near its Fair Value.

The partnership aims to build infrastructure for OpenAI’s next-generation AI models, with the first gigawatt of NVIDIA systems expected to come online in the second half of 2026 using the NVIDIA Vera Rubin platform. With a strong current ratio of 4.21 and moderate debt levels, NVIDIA appears well-positioned to support this significant investment initiative.

Under the agreement, OpenAI will work with NVIDIA as a preferred strategic compute and networking partner for its AI factory growth plans. The companies will collaborate to co-optimize their roadmaps for OpenAI’s model and infrastructure software and NVIDIA’s hardware and software.

"Compute infrastructure will be the basis for the economy of the future," said Sam Altman, cofounder and CEO of OpenAI in the statement.

Jensen Huang, founder and CEO of NVIDIA, noted that the investment and infrastructure partnership marks "the next leap forward" in AI development.

The agreement complements existing collaborations OpenAI and NVIDIA have with other partners including Microsoft, Oracle, SoftBank and Stargate partners.

The companies indicated they plan to finalize the details of the partnership in the coming weeks. According to the announcement, NVIDIA’s investment will be deployed progressively as each gigawatt of capacity is built.

OpenAI currently serves over 700 million weekly active users across global enterprises, small businesses and developers. NVIDIA’s revenue has grown 71.55% over the last twelve months, reflecting strong demand for its AI solutions. InvestingPro subscribers have access to over 20 additional financial insights and metrics about NVIDIA’s growth trajectory and market position, including detailed analysis available in the Pro Research Report.

In other recent news, Iris Energy has announced a significant expansion of its AI Cloud capacity by doubling its GPU count to 23,000 units. This expansion includes the acquisition of 12,400 GPUs from NVIDIA and AMD, costing approximately $674 million. The company is now targeting an ambitious annualized revenue of over $500 million by the first quarter of 2026. Meanwhile, Elon Musk’s artificial intelligence firm, xAI, has raised $10 billion in new funding, bringing its valuation to an impressive $200 billion. Samsung Electronics has achieved qualification from Nvidia for its 12-layer HBM3E high-bandwidth memory, making it the third supplier after SK Hynix and Micron. This qualification is crucial due to Nvidia’s strong position in the AI market. Nvidia has also announced a $5 billion investment in Intel, aiming to integrate its AI and computing capabilities with Intel’s CPU technology. Following this announcement, TD Cowen has reiterated a Buy rating on Nvidia, while Piper Sandler has maintained an Overweight rating, both highlighting the strategic collaboration between Nvidia and Intel.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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