By John Meyer, consultant in business – Eurasia Business News, September 22, 2025. Article no 1800

Nvidia announced on September 22 its plan to invest up to $100 billion in OpenAI as part of a landmark strategic partnership to build and deploy at least 10 gigawatts of Nvidia AI systems for OpenAI’s next-generation AI infrastructure. This massive investment supports the establishment of extensive AI data centers that will use Nvidia’s chips and systems. The first phase of this deployment, using Nvidia’s Vera Rubin platform, is expected to go online in the second half of 2026.

The investment will be made progressively as each gigawatt of AI infrastructure is deployed, with the initial $10 billion installment starting upon completion of the first gigawatt. OpenAI will pay Nvidia in cash for the chips, while Nvidia will take a non-controlling stake in OpenAI. This partnership underscores Nvidia’s dominant role in the AI chip market and its close collaboration with OpenAI, which already has an extensive user base of around 700 million active weekly users.

Nvidia’s CEO Jensen Huang described the project as monumental, equating the planned AI system capacity to around 4 to 5 million GPUs, roughly doubling the company’s output compared to the previous year. The announcement greatly boosted Nvidia’s stock price and market capitalization, highlighting the importance of this collaboration to the future of AI technology.

This announce comes after Nvidia revealed on September 18 it will invest $ 5 billion in Intel.

On July 15 Nvidia secured approval from the U.S. government, under the Trump administration, to resume sales of its H20 AI chip to China, reversing the export ban imposed in April 2025. This permission follows extensive lobbying and a meeting between Nvidia CEO Jensen Huang and former President Donald Trump, with the administration committing to issuing export licenses soon.

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© Copyright 2025 – Eurasia Business News. Article no. 1800