Nvidia/OpenAI Deal: Chipmaker Investing 100 Billion In ChatGPT Maker

Group 1 - Nvidia will invest up to $100 billion in OpenAI to develop AI data centers and superintelligence [1][2] - OpenAI will utilize at least 10 gigawatts of Nvidia systems for AI model training infrastructure [1] - The first gigawatt of Nvidia's technology is expected to be operational in the second half of 2026 [2] Group 2 - The construction cost for one gigawatt of data center capacity ranges from $50 billion to $60 billion, with Nvidia's chips accounting for approximately $35 billion of that cost [2] - OpenAI could be valued at $500 billion following a $6 billion secondary share selloff, potentially making it the world's most valuable private company [4] - OpenAI has 700 million weekly users, necessitating significant investment in data centers to meet growing demand [5] Group 3 - Nvidia joins Microsoft as a key investor and service provider for OpenAI, with Microsoft having invested around $13 billion [6] - Elon Musk's xAI is expected to raise $10 billion, potentially valuing the company at $200 billion, surpassing Anthropic's valuation of $183 billion [6]