Nvidia(US:NVDA) Sou Hu Cai Jing·2025-09-23 01:12Core Insights - OpenAI and Nvidia announced a strategic partnership with Nvidia planning to invest up to $100 billion in OpenAI to support data center and related infrastructure development [2][3] - The collaboration aims to deploy at least 10 gigawatts (GW) of Nvidia systems for OpenAI's next-generation AI infrastructure, with the first systems expected to be deployed in the second half of 2026 [2][3] Investment Details - The $100 billion investment will be made in a phased manner, with Nvidia committing an initial $10 billion in the coming weeks, and hardware delivery scheduled to start by the end of 2026 [3] - The first phase targets the deployment of 1 GW of computing power using Nvidia's next-generation "Vera Rubin" platform, which is expected to have performance exceeding that of the current Grace Blackwell platform by more than double [3] Project Scale - Nvidia's CEO Jensen Huang described the project as "unprecedented," with the 10 GW capacity equivalent to 4 to 5 million GPUs, nearly matching Nvidia's total annual shipments and double that of the previous year [3] - Based on Huang's previous disclosures, the estimated cost for each GW data center is between $50 billion to $60 billion, with approximately $35 billion allocated for Nvidia chip systems, suggesting the total investment for the 10 GW project could exceed $500 billion [3]