Nvidia to invest $100bn in OpenAI, bringing the two AI firms together

Core Viewpoint - Nvidia will invest up to $100 billion in OpenAI and provide data center chips, marking a significant partnership in the artificial intelligence sector [1] Group 1: Investment Details - Nvidia's initial investment of $10 billion will commence once a definitive agreement for chip purchases is reached, with OpenAI currently valued at $500 billion [3] - Nvidia has previously invested $6.6 billion in OpenAI and has committed to a partnership that includes cash payments for chips [2][3] - The partnership aims to deploy at least 10GW of Nvidia chips for OpenAI's AI infrastructure, emphasizing the importance of compute power for future economic development [4] Group 2: Timeline and Deployment - The first phase of chip deployment is targeted for the second half of 2026, with partnership details expected to be finalized in the coming weeks [5] - Nvidia will begin delivering chips as early as late 2026, indicating a structured timeline for the collaboration [2][5] Group 3: Strategic Context - Nvidia's investment follows a recent $5 billion commitment to Intel, highlighting its active role in the semiconductor industry [6] - With a market capitalization of $4 trillion, Nvidia is recognized as a leader in artificial intelligence due to its advanced chip technology [6]