Nvidia and OpenAI have announced a $100 billion partnership aimed at building one of the largest computing infrastructures in the world. The goal is to create facilities capable of handling 10 gigawatts of power and supporting millions of GPUs, which are needed to train and run advanced AI models.
This move will give OpenAI the resources to expand its research and deployment of artificial intelligence on a much larger scale. Nvidia, already a leader in GPU technology, will strengthen its role as the main supplier of hardware that powers AI systems.
The announcement also boosted semiconductor stocks across the globe. Companies such as TSMC, SK Hynix, and Samsung saw positive momentum as investors expect rising demand for advanced chips and memory.
For OpenAI, this deal ensures steady access to the hardware it needs to push forward with new AI models and applications. For Nvidia, it confirms its central position in the AI industry at a time when computing power is becoming just as important as software innovation.
The focus on 10 gigawatts of power also highlights how energy has become a crucial factor in AI development. Running millions of GPUs requires massive electricity, which could open discussions on how to balance growth with energy efficiency in the future.
Overall, the Nvidia and OpenAI partnership marks one of the biggest commitments yet in artificial intelligence infrastructure and sets the tone for how AI and semiconductor industries may grow together in the years ahead.