Nvidia Shares Soar Following $100 Billion OpenAI Investment; Huang Calls It 'Largest AI Infrastructure Project Ever'
Updated on Tuesday, September 23, 2025, at 2:01 AM (GMT+6) | 3-minute read
Nvidia (NVDA) shares surged nearly 4% on Monday after the OpenAI investment 2025 chipmaking giant revealed plans to invest up to $100 billion in OpenAI under a newly announced AI infrastructure project partnership.
According to Nvidia, Jensen Huang AI announcement the deal will provide OpenAI with access to at least 10 gigawatts of computing power from its advanced AI systems Nvidia OpenAI partnership to develop and run the next generation of ChatGPT models. The first wave of this massive infrastructure, powered by Nvidia’s upcoming Vera Rubin platform, is expected to go live in the second half of 2026.
AI apps today largely run AI technology investment on Nvidia’s powerful GPUs—specialized AI chips that drive massive data centers nationwide.
“This marks the largest AI infrastructure Biggest AI project initiative ever,” Nvidia CEO Jensen Huang told CNBC on Monday.
“NVIDIA and OpenAI have been driving each other forward for the past decade — from the very first DGX supercomputer to the breakthrough moment with ChatGPT,” Huang noted in a separate statement.
The new OpenAI–Nvidia partnership is massive in scale. For comparison, Meta’s enormous Nvidia shares rise 4-million-square-foot AI data center being built in Louisiana is expected to provide about two gigawatts of compute power — just a fraction of what OpenAI and Nvidia aim to deliver. Their 10-gigawatt target would translate to roughly 4 million to 5 million Nvidia GPUs, according to CFRA analyst Angelo Zino.
Nvidia’s partnership with OpenAI follows a flurry of major AI investments. Just last week, the company revealed a $5 billion stake in rival chipmaker Intel (INTC) as part of a deal to integrate Intel CPUs into Nvidia’s AI platforms. The chip giant also outlined plans to roll out tens of thousands OpenAI funding news of AI processors across the UK. In addition, Nvidia struck a $6.3 billion agreement with CoreWeave (CRWV), ensuring it will buy up any unused compute capacity from the AI data center operator.
“Although there are still voices cautioning that AI could be a bubble, Nvidia’s aggressive investments show that demand for AI infrastructure is both real and growing,” said Greg Halter, director of research at Carnegie Investment Counsel.
At the same time, OpenAI has been racing to lock in AI industry growth more computing capacity even as questions linger about its long-term profitability. The company recently struck a $300 billion, five-year agreement with Oracle (ORCL) to secure access to cloud computing power, the Wall Street Journal reported.
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