Nvidia(US:NVDA) Sou Hu Cai Jing·2025-09-23 02:02Core Insights - Nvidia plans to invest up to $100 billion in OpenAI, marking its largest investment commitment to date [1] - The investment aims to support the large-scale construction of AI data centers as part of a "milestone strategic partnership" between the two companies [1] - OpenAI intends to purchase millions of Nvidia's AI processors as part of this deal [1] Investment Details - The investment will be made in cash and will involve Nvidia gradually acquiring equity in OpenAI as its systems are deployed [1] - The first phase of the infrastructure agreement is set to launch in the second half of 2026, featuring Nvidia's next-generation "Vera Rubin" chip system, which follows the existing Blackwell technology [1] Strategic Implications - OpenAI's CEO, Sam Altman, emphasized that computing infrastructure will be foundational for the future economy, and the collaboration aims to create new AI breakthroughs and empower individuals and businesses on a large scale [1] - This partnership helps Nvidia maintain its core position in AI system construction, especially as OpenAI explores hardware development, including self-developed chips [1] - Retaining OpenAI as a major customer may strengthen Nvidia's market position against competitors' components [1]