Nvidia pours $100 billion into OpenAI just days after pledging $5 billion to Intel

Investment Overview - Nvidia is set to invest up to $100 billion in OpenAI, marking one of the largest investments in artificial intelligence history [1] - This investment follows Nvidia's previous commitment of $5 billion to Intel, indicating a strategic shift in partnerships within the semiconductor industry [1] Strategic Partnership - Nvidia and OpenAI have signed a letter of intent for a strategic partnership to deploy at least 10 gigawatts of Nvidia systems for OpenAI's next-generation AI infrastructure [2] - The investment will focus on building data center and power capacity to support the deployment of AI models [2] Investment Structure - Nvidia's investment will be progressive, linked to the deployment of each gigawatt of new AI infrastructure, with the first gigawatt expected to be operational in the second half of 2026 [3] - This rollout aims to meet the significant computing demands of OpenAI's upcoming models, which are geared towards advancements in artificial general intelligence [3] Collaboration and Development - OpenAI has designated Nvidia as its preferred strategic compute and networking partner for AI factory expansion, committing to co-optimizing hardware and software development [4] - The collaboration will align OpenAI's model and infrastructure innovations with Nvidia's next-generation GPU and networking products [4] Industry Context - The investment is part of a broader network of AI industry collaborations, including partnerships with Microsoft, Oracle, SoftBank, and Stargate, aimed at building advanced AI infrastructure [5] - OpenAI has experienced rapid growth, now boasting over 700 million weekly active users, reflecting increasing demand for advanced computing resources from consumers, enterprises, and developers [5]