The Rundown AI: Nvidia fuels Open AI’s compute chase with $100B

Posted on September 24, 2025 by michelleclarke2015
Nvidia fuels OpenAI’s compute chase with $100B
Image source: Reve / The Rundown
The Rundown: Nvidia and OpenAI just announced the “biggest AI infrastructure project in history” — with the Jensen Huang-led company intending to invest up to $100B in OpenAI as it uses its advanced GPUs for training and running next-gen AI.
The details:
The companies have signed a letter of intent to deploy 10 GW worth of Nvidia systems — representing millions of GPUs — to power OpenAI’s AI infrastructure.With each GW, Nvidia will progressively invest in OAI to support its deployment, including data center and power needs, with the total going up to $100B.The first gigawatt of the project is expected to come online in the second half of 2026, using Nvidia’s next-gen Vera Rubin platform.OAI said it will treat Nvidia as a “preferred strategic compute and networking partner,” as it maintains ties with Microsoft and Oracle for the infra push.
Why it matters: With this deal, Nvidia is giving OpenAI the capital boost it needs to secure compute and power capacity for the next era of intelligence — and locking in a major customer for its GPU business. However, many also see it as an infinite money loop, with capital simply cycling between OpenAI and partners Oracle and Nvidia.
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About michelleclarke2015

Life event that changes all: Horse riding accident in Zimbabwe in 1993, a fractured skull et al including bipolar anxiety, chronic fatigue …. co-morbidities (Nietzche 'He who has the reason why can deal with any how' details my health history from 1993 to date). 17th 2017 August operation for breast cancer (no indications just an appointment came from BreastCheck through the Post). Trinity College Dublin Business Economics and Social Studies (but no degree) 1997-2003; UCD 1997/1998 night classes) essays, projects, writings. Trinity Horizon Programme 1997/98 (Centre for Women Studies Trinity College Dublin/St. Patrick's Foundation (Professor McKeon) EU Horizon funded: research study of 15 women (I was one of this group and it became the cornerstone of my journey to now 2017) over 9 mth period diagnosed with depression and their reintegration into society, with special emphasis on work, arts, further education; Notes from time at Trinity Horizon Project 1997/98; Articles written for Irishhealth.com 2003/2004; St Patricks Foundation monthly lecture notes for a specific period in time; Selection of Poetry including poems written by people I know; Quotations 1998-2017; other writings mainly with theme of social justice under the heading Citizen Journalism Ireland. Letters written to friends about life in Zimbabwe; Family history including Michael Comyn KC, my grandfather, my grandmother's family, the O'Donnellan ffrench Blake-Forsters; Moral wrong: An acrimonious divorce but the real injustice was the Catholic Church granting an annulment – you can read it and make your own judgment, I have mine. Topics I have written about include annual Brain Awareness week, Mashonaland Irish Associataion in Zimbabwe, Suicide (a life sentence to those left behind); Nostalgia: Tara Hill, Co. Meath.
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