Nvidia's Partnerships Aim to Establish AI Supremacy and Shape the Ecosystem

Nvidia (NASDAQ: NVDA) recently revealed plans to inject $100 billion into OpenAI, the creator behind ChatGPT, with the goal of speeding up the rollout of AI infrastructure capable of handling 10 gigawatts of computational power. This high-profile alliance, established through a letter of intent, will see millions of

GPUs delivered to support OpenAI’s next wave of artificial intelligence (AI) platforms. The initial gigawatt, which will use Nvidia’s Vera Rubin platform, is scheduled to go live in the latter half of 2026 Nvidia plans to invest up to $100B in OpenAI | TechCrunch [ 1 ]. The move is designed to lessen OpenAI’s dependence on Microsoft for cloud computing, while boosting its ability to train and operate cutting-edge AI systems Nvidia Stock Jumps On $100 Billion OpenAI Strategic Partnership [ 2 ].

The funding will be distributed in stages, with Nvidia supplying both capital and technical expertise as each new gigawatt comes online. OpenAI has named Nvidia as its “preferred strategic compute and networking partner,” and the two companies will work closely to align their hardware and software strategies with OpenAI’s AI development objectives Nvidia investing up to $100B in ChatGPT owner OpenAI [ 3 ]. This collaboration builds on existing partnerships with Microsoft, Oracle, SoftBank, and the $500 billion Stargate AI data center project OpenAI and NVIDIA Announce Strategic Partnership to Deploy 10 Gigawatts of NVIDIA Systems [ 4 ]. As of September 2025, OpenAI reported 700 million weekly active users and is aiming to scale its tech infrastructure to keep up with the rising demand for large-scale AI solutions, including agent-based and reasoning systems NVIDIA, OpenAI Announce 'Biggest AI Infrastructure Deployment in ... [ 5 ].

Following the news, Nvidia’s shares climbed over 4%, highlighting investor optimism about the partnership’s potential to drive enduring demand for Nvidia’s GPUs. CEO Jensen Huang pointed to the collaboration as a pivotal step in “deploying 10 gigawatts to power the next era of intelligence,” emphasizing the longstanding relationship between Nvidia and OpenAI Nvidia plans to invest up to $100B in OpenAI | TechCrunch [ 1 ]. Sam Altman, OpenAI’s CEO, stressed the critical role of compute infrastructure as the “foundation for the economy of the future,” noting that the partnership will help unlock new AI breakthroughs and widen access for companies and individuals alike Nvidia investing up to $100B in ChatGPT owner OpenAI [ 3 ].

At the same time, Nvidia unveiled a $5 billion commitment to Intel (NASDAQ: INTC), aiming to jointly develop custom data center and PC solutions. The agreement involves Intel producing x86 CPUs optimized for Nvidia’s AI platforms and integrating Nvidia RTX GPU components into x86 system-on-chips for consumer computers NVIDIA and Intel to Develop AI Infrastructure and … [ 6 ]. The $23.28-per-share investment makes Nvidia one of Intel’s ten largest shareholders, as Intel seeks to recover from financial setbacks amid the AI-fueled chip industry surge Nvidia to invest $5 billion in struggling rival Intel | AP News [ 7 ]. Following the announcement, Intel’s stock soared nearly 23%, its most significant single-day increase since 1987 Nvidia buys $5B stake in Intel, planning AI chip … [ 8 ].

Together, these major investments demonstrate Nvidia’s intent to lead both the AI infrastructure space and the broader computing sector. Industry experts say the OpenAI deal underscores strong demand for Nvidia’s advanced GPUs, while the partnership with Intel aims to address gaps in Intel’s AI capabilities and bolster the U.S. semiconductor market Analysts react to Nvidia's $100 billion investment in OpenAI [ 9 ]. Nonetheless, the moves could draw regulatory attention, especially around antitrust issues, with both the Justice Department and Federal Trade Commission closely watching dominant AI companies like Microsoft, OpenAI, and Nvidia Nvidia investing up to $100B in ChatGPT owner OpenAI [ 3 ].

These strategic investments come as the race in AI intensifies, with competitors such as Advanced Micro Devices and Chinese giants like Huawei pushing forward with their own AI chip initiatives Nvidia to invest $5 billion in struggling rival Intel | AP News [ 7 ]. Nvidia’s simultaneous focus on expanding AI partnerships and reinvigorating Intel reflects its ambition to secure a leadership role in a sector set to redefine the future of computing and the global economy.