OpenAI and Nvidia plan $100B chip deal for AI future

Openai and NVIDIA signed a letter of intention to a $ 100 billion partnership that could reshape and publish how to train and publish artificial intelligence systems. The plan calls for at least 10 GB of NVIDIA Hardware to support the AI’s infrastructure from the next generation of Openai, which will train and operate future models aimed at Superinteigence.

To support operation, NVIDIA intends to invest up to $ 100 billion in Openai with systems spread. The first stage is scheduled to run in the second half of 2026, supported by the Vera Rubin platform coming from NVIDIA.

A deal with wide effects

The agreement clarifies the association of the largest artificial intelligence players. NVIDIA, the main supplier of artificial intelligence potatoes, will get a financial share in Openai, one of its largest customers. For OpenAi, the deal brings the financing and guaranteed access to the required NVIDIA processors.

This step can bother competitors. Some may see that it enhances NVIDIA’s dominance in Chips and Openai in the AI ​​program, raising questions about fair competition.

A person familiar with the matter said that the partnership includes two related steps: NVIDIA will buy non -voting shares in Openai, and Openai will use this money to buy NVIDIA chips.

Openai on the reason for the growth of AI engines

“Everything starts with the account,” said Sam Al -Tamman, CEO of Openai in a statement. “The infrastructure for the basis for the future economy will be, and we will use what we build with NVIDIA to create new artificial intelligence and enable people and companies with them on a large scale.”

The companies said that the details of the partnership will be settled in the coming weeks. They also noticed that 10 gigawatts of chips will consume a lot of power exceeding 8 million American families.

NVIDIA has increased by up to 4.4 % to a record level after the news. Oracle, which works with Openai, SoftBank and Microsoft, rose on a $ 500 billion global Data Data Center project called Stargate, about 6 %.

How is the deal organized

According to the person familiar with the talks, once an Openai will buy NVIDIA systems. NVIDIA will then invest at $ 10 billion in Openai, which amounted to the last $ 500 billion.

The first delivery of NVIDIA devices is expected to be in late 2026, with Gigawatt one of the next online computing power in the second half of that year on the Vera Rubin platform.

Analysts welcomed the agreement, but they raised concerns about whether some NVIDIA investments could flow to it through the purchases of Openai chips.

“On the one hand, this helps Openai to achieve some of the very ambitious goals of the infrastructure, and NVIDIA helps to ensure construction of things. On the other hand,” circular “concerns have been raised in the past, and this will support them more.

Other Amnesty International chip aspirations from Openai

Openai, such as Google and Amazon, explores its chips to reduce costs and reduce dependence on NVIDIA. A person close to the company said this deal does not change its current plans, including its cooperation with Microsoft.

Earlier this year, Reuters I mentioned that Openai was working with Broadcom and Taiwan SemiDuctor Manufacturing Co. To design chips. After NVIDIA Partnership News, Broadcom shares fell 0.8 %.

Openai has grown to more than 700 million weekly active users, with companies of all sizes and developers all over the world. NVIDIA’s partnership is expected to help the company to advance its goal of building artificial general intelligence.

Industry background

The Openai-Nvidia Agreement adds to an increasing list of alliances between technology giants. Microsoft has invested billions of dollars in Openai since 2019. NVIDIA recently announced a chip cooperation with Intel and pledged $ 5 billion in financing. NVIDIA also participated in the Openai tour of $ 6.6 billion in October 2024.

The size of the new deal can draw attention to the anti -monopoly. Last year, the Ministry of Justice and the Federal Trade Committee reached an agreement to allow roles of Microsoft, Openai and NVIDIA roles in the artificial intelligence sector. So far, the Trump administration has followed a lighter approach than the Biden administration on competition issues.

Openai and Microsoft also said earlier this month that they had signed an unrelated agreement to restructure Openai in a profitable company, indicating more changes in governance.

The anti -monopoly lawyer, Andrei Barlo from Dole, Barlo and Mazard, said that the NVIDIA deal may enhance the positions of the two companies in ways to reduce competitors.

“The deal can change the economic incentives of NVIDIA and Openai, as it can be closed in the monopoly of NVIDIA chip with the leadership of Openai programs. It is likely to make it difficult for NVIDIA competitors like AMD in chips or Openai in models.”

He added that the Trump administration has so far pursued a pro -organization approach, which has removed the barriers that may slow the growth of artificial intelligence.

(Image by nvidia)

See also: The first thinking machines become a partner in Openai in APAC

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