Nvidia deepens its AI bet with OpenAI alliance and Intel stake
Sep 28, 2025 By MarketDepth
Nvidia unveiled a sweeping partnership with OpenAI that could see it invest up to $100 billion as OpenAI builds at least 10 gigawatts of Nvidia-powered data centers. The structure pairs OpenAI’s cash purchases of Nvidia systems with Nvidia taking a non-controlling equity stake; initial deliveries are targeted for late 2026 on Nvidia’s Vera Rubin platform. The companies frame the pact as a way to secure millions of GPUs for OpenAI’s next-gen models and to lock in a long runway of compute. Reuters+1
In a separate move, Nvidia said it will invest $5 billion in Intel and co-develop custom AI infrastructure and PC products, with Intel designing CPUs that connect to Nvidia accelerators via NVLink and other high-speed links. The step gives Nvidia another manufacturing and product path while broadening its reach beyond hyperscale into client computing. NVIDIA Newsroom+1
Together, the OpenAI alliance and Intel tie-up signal Nvidia’s push to secure demand, diversify supply, and extend its control of the AI stack—from cloud to PCs. Analysts note the deals arrive amid a broader race to build “world-model”-ready infrastructure and could draw regulatory attention given their scale and market impact.
Source article from:
https://www.ft.com/content/ae1c6de2-691e-448d-8bf3-8837cc1e6efb
