NVIDIA investing $100B in OpenAI

Author

Leo Rodman
September 29, 2025

$100B says AI isn’t slowing down. ⚡️

Nvidia just committed up to $100B to OpenAI to build ~10 GW of AI compute.

That’s not a product launch.
That’s industrial policy—funded by the private sector.

Think “AI factories,” not “apps.”

What changes now:
→ Capacity: millions of GPUs coming online
→ Economics: inference gets cheaper, use-cases get weirder
→ Winners: chipmakers, power utilities, cooling, custom silicon, agents
→ Bottlenecks: grid build-outs, power contracts, supply chains, regulation

If your 2026–2028 roadmap still assumes “pilot purgatory,” you’re already behind.

The playbook from here:

  1. Map workloads to when cheaper compute arrives

  2. Lock power + capacity partners now

  3. Re-architect data + evals for agentic systems

  4. Upskill teams for continuous deployment of AI features

This isn’t hype.

Nvidia to invest up to $100 billion in OpenAI, linking two artificial intelligence titans

Nvidia will invest up to $100 billion in OpenAI and supply it with data center chips, the companies said on Monday, marking a tie-up between two of the highest-profile players in the global artificial intelligence race.

www.reuters.com/business/nvidia-invest-100-billion-openai-2025-09-22

What’s behind the massive AI data center headlines? | TechCrunch

This week on Equity, Anthony Ha and Max Zeff go beyond the headlines to break down what's really going on in these AI infrastructure deals.

techcrunch.com/2025/09/26/whats-behind-the-massive-ai-data-center-headlines

OpenAI really, really wants you to start your day with ChatGPT Pulse

ChatGPT’s new Pulse feature does personalized research on your behalf overnight and serves you up a digest each morning.

www.theverge.com/ai-artificial-intelligence/785881/openai-really-really-wants-you-to-start-your-day-with-chatgpt-pulse

UK startup Wayve begins testing self-driving tech in Nissan cars on Tokyo’s streets

London-based AI pioneer in talks to receive $500m investment from Nvidia as it funds its expansion in the US, Germany and Japan

www.theguardian.com/technology/2025/sep/22/uk-startup-wayve-begins-testing-self-driving-tech-in-nissan-cars-on-tokyos-streets

Google DeepMind unveils its first “thinking” robotics AI

DeepMind researchers believe this is the dawn of agentic robots.

arstechnica.com/google/2025/09/google-deepmind-unveils-its-first-thinking-robotics-ai

OpenAI says GPT-5 stacks up to humans in a wide range of jobs | TechCrunch

A new test from OpenAI aims to understand how close AI is to outperforming humans at economically valuable work.

techcrunch.com/2025/09/25/openai-says-gpt-5-stacks-up-to-humans-in-a-wide-range-of-jobs

Exclusive: CoreWeave expands OpenAI pact with new $6.5 billion contract, sees "the quarter of diversification"

AI cloud provider CoreWeave has expanded its partnership with OpenAI in a new deal worth up to $6.5 billion, bringing the total value of their agreements to $22.4 billion, the latest in a series of billion-dollar deals OpenAI has signed to secure computational power.

www.reuters.com/business/coreweave-expands-openai-pact-with-new-65-billion-contract-2025-09-25

AI Is Probably a Bubble. Does It Really Matter?

Infrastructure bubbles don’t have to explode disastrously.

www.bloomberg.com/news/newsletters/2025-09-26/ai-is-probably-a-bubble-does-it-really-matter?srnd=phx-economics-v2

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