Nvidia Makes a Familiar Move With $100 Billion Investment in OpenAI. Will It Pay Off?

Group 1 - Nvidia plans to invest $100 billion in OpenAI to build 10 gigawatts of AI data centers, significantly larger than its recent $5 billion investment in Intel [1][3] - The partnership aims to support OpenAI's goal of achieving artificial superintelligence, with the first phase expected to be operational in the second half of 2026 [3][4] - Nvidia's investment will progressively occur as each gigawatt is deployed, although the specific timeline remains unclear [4][6] Group 2 - The collaboration between Nvidia and OpenAI is part of Nvidia's strategy of investing in companies that are both customers and suppliers [5][7] - OpenAI was valued at $300 billion in its last funding round and approached a $500 billion valuation in August during discussions for a secondary stock sale [8]