NVIDIA has entered into a major strategic partnership with OpenAI, with NVIDIA investing up to $100 billion to support the construction of a 10-gigawatt AI data center. The construction of this data center would require 4 to 5 million GPUs and is expected to be implemented in stages, with the first 1-gigawatt system scheduled to go live in the second half of 2026.

Robot Data Center AI (1)

Image source note: The image is AI-generated, and the image licensing service is Midjourney

According to the plan of both parties, the investment will be made in stages, with the first $10 billion investment being made when the first 1-gigawatt data center is completed, and subsequent funds will be paid gradually according to the progress of GPU deployment. NVIDIA's latest Vera Rubin platform will be applied in these data centers to train and run OpenAI's next-generation models, aiming to accelerate the vision of "super intelligence."

This collaboration has sparked a strong market reaction, with NVIDIA's stock price rising sharply after the announcement, and its market capitalization reaching about $4.46 trillion at one point. Sam Altman, CEO of OpenAI, stated that many new achievements will be unveiled in the coming months, and OpenAI's goal is to promote cutting-edge AI research and develop products that people truly need.

From an economic perspective, building a 1-gigawatt data center requires approximately $50 billion to $60 billion, with $35 billion allocated for NVIDIA's chips and systems, meaning that NVIDIA will occupy a significant share in OpenAI's infrastructure construction. The cooperation model between the two parties shows characteristics of mutual benefit and win-win outcomes, as OpenAI not only receives substantial financial support but also gains priority access and optimization of NVIDIA's technology.

Key Points:

- 💰 NVIDIA will invest up to $100 billion in OpenAI to build a 10-gigawatt AI data center.

- 🖥️ The data center will be implemented in stages, with the first 1-gigawatt system expected to go live in the second half of 2026.

- 🚀 OpenAI expects revenue to exceed $200 billion by 2030, with R&D spending accounting for nearly 50% of revenue.