Nvidia commits $100bn to OpenAI in strategic AI partnership

OpenAI reports more than 700 million weekly users

Nvidia has announced plans to invest up to $100 billion (£73 billion) in OpenAI, marking one of the largest commitments to AI infrastructure to date.

The US chipmaker said it will provide the high-performance GPUs required to power OpenAI’s next-generation data centres, describing the collaboration as a “strategic partnership”. The move highlights the intensifying race among US technology firms to dominate global AI, amid growing competition from China.

Jensen Huang, Nvidia’s chief executive, said the funding represents the “next leap forward” in developing advanced intelligence systems. “This partnership will power the next era of intelligence,” he added.

OpenAI, which reported more than 700 million weekly active users, said the collaboration will accelerate its mission to build artificial general intelligence (AGI) “that benefits all of humanity”. Cofounder Sam Altman described the agreement as a step towards “new AI breakthroughs” that can be deployed at scale.

The two firms confirmed they are already working with Microsoft, Oracle, SoftBank and Stargate on AI infrastructure initiatives. Details of the investment are expected to be finalised in the coming weeks.

The announcement follows Nvidia’s recent $5 billion investment in Intel and a £2 billion commitment to the UK’s AI sector, cementing its position as the world’s most valuable company. Shares in Nvidia closed 4% higher in US trading on Monday.

However, the company faces increasing political headwinds. Beijing last week accused Nvidia of violating anti-monopoly laws and reportedly instructed domestic firms to stop purchasing its AI chips. At the same time, Nvidia and AMD have agreed to pay 15% of Chinese revenues to the US government in exchange for export licences, following Washington’s restrictions on advanced chip sales to China.

China’s emergence as an AI powerhouse, exemplified by the rise of DeepSeek-R1, has further fuelled the geopolitical tension.