Nvidia has announced an extraordinary strategic partnership with OpenAI. The semiconductor giant plans to invest up to $100 billion in Sam Altman’s start-up. The goal: to build the global infrastructure that will serve as the backbone for artificial intelligence in the coming decades.
Unprecedented Bet on Computing Power
The deal involves a massive purchase of Nvidia processors by OpenAI, intended to equip a new generation of data centers. For Nvidia, this is not just a commercial contract. The group will also gradually acquire a stake in OpenAI as its systems are deployed. The investment will be made in cash, according to a source close to the matter.
In essence: OpenAI is betting on Nvidia to fuel its growth, and Nvidia is securing a direct stake in the future of generative AI.
The Launch of the ‘Vera Rubin’ Generation
The first phase of the project is expected to go live in the second half of 2026. It will be based on ‘Vera Rubin,’ the new Nvidia architecture set to succeed ‘Blackwell.’ More powerful, more efficient, this chip generation aims to embody the next step in the frenzied race for performance.
Sam Altman summed it up bluntly:
It all starts with compute. Computing infrastructure will be the foundation of tomorrow’s economy.
An Alliance Redefining the AI Landscape
For Jensen Huang, CEO of Nvidia, this is a ‘decisive leap forward.’ By strengthening their alliance, the two behemoths send a clear signal: AI will not only be a software revolution, but also a global infrastructure battle.
The markets reacted swiftly. Nvidia’s stock rose by nearly 3% following the announcement, reaffirming investors’ confidence in this aggressive expansion strategy.
Global Impact and Tech Implications
This announcement comes a week after Huang and Altman’s tour of the UK, alongside Donald Trump, now President of the United States, where major AI infrastructure plans were unveiled.
Beyond politics, this deal changes the economic landscape: with potential revenues of several hundred billion dollars, Nvidia emerges as the central player in the era of artificial intelligence. And for OpenAI, it ensures access to the resources needed to push the boundaries of generative AI even further.
The global battle for AI control has reached a new milestone. And by investing $100 billion in OpenAI, Nvidia positions itself at the forefront of the future.
