Nvidia Pledges $100 Billion To Supercharge OpenAI: 'This Is A Giant Project,' Huang Says

Benzinga

Nvidia and OpenAI announced a multiyear deal Monday to deploy at least 10 gigawatts of Nvidia-powered systems for OpenAI’s next-generation AI infrastructure, according to Benzinga. Nvidia pledged to invest up to $100 billion in the rollout, with the first phase expected to begin in the second half of 2026. OpenAI CEO Sam Altman said the buildout is essential to the company’s goals, calling it an “unprecedented infrastructure challenge.” Nvidia CEO Jensen Huang emphasized the project’s scale, noting 10 gigawatts equates to 4 million to 5 million GPUs, about double Nvidia’s 2024 output. Analysts estimate the deal could generate up to $500 billion in revenue for Nvidia. Shares rose 3.93% Monday, ending at $183.61 near 52-week highs, according to Benzinga Pro.

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00:00It's Benzinga, bringing Wall Street to Main Street.

00:03NVIDIA and OpenAI announced a multi-year deal Monday to deploy at least 10 gigawatts of NVIDIA-powered

00:08systems for OpenAI's next-generation AI infrastructure, according to Benzinga.

00:14NVIDIA pledged to invest up to $100 billion in the rollout,

00:18with the first phase expected to begin in the second half of 2026.

00:23OpenAI CEO Sam Altman said the build-out is essential to the company's goals,

00:27calling it an unprecedented infrastructure challenge.

00:32NVIDIA CEO Jensen Huang emphasized the project's scale,

00:36noting 10 gigawatts equates to 4 million to 5 million GPUs, about double NVIDIA's 2024 output.

00:43Analysts estimate the deal could generate up to $500 billion in revenue for NVIDIA.

00:48Shares rose 3.93% Monday, ending at $183.61, near 52-week highs,

00:56according to Benzinga Pro.

00:58For all things money, visit Benzinga.com.

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