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NVIDIA plans to invest $100 billion in a joint AI data center with OpenAI, and the stock price briefly rose by 1.5%.
On September 23, OpenAI and NVIDIA announced the intention to establish a partnership. NVIDIA (NVDA.O) stated that it plans to invest up to $100 billion in OpenAI. OpenAI announced that it will deploy the first batch of NVIDIA systems (artificial intelligence data centers) with a scale of 1 gigawatt (1GW) in the second half of 2026. NVIDIA expressed its expectation to finalize the details of the new strategic partnership with OpenAI in the coming weeks. As a result, NVIDIA (NVDA.O) experienced a short-term pump, rising over 1.5%.