A supply chain analysis shows the likelihood of labor shortages and a heavy reliance on foreign companies to make components for data centers and power plants

The deal anchors the rollout of 10+ gigawatts of Nvidia systems to efficiently train and run the next wave of models, with deliveries set to begin in the second half of 2026. Think utility-scale compute,

For investors, the message is simple: Nvidia is committing up to $100 billion in staged capital and hardware to OpenAI's buildout -- an investment that ultimately flows back into its own ecosystem. The stock isn't cheap, but the premium reflects a level of certainty few other tech growth stories can match.

The companies say the partnership will enable OpenAI to build and deploy at least 10 gigawatts of Nvidia systems for its artificial intelligence data centers to train and run its next generation of models.

A supply chain analysis shows the likelihood of labor shortages and a heavy reliance on foreign companies to make components for data centers and power plants

But Nvidia, in this one recent move, has shown its strength as the central player in the AI market. The company aims to invest as much as $100 billion in Open AI amid a buildout of the lab's data centers. This partnership could become the biggest profit engine in AI history -- and secure Nvidia's AI empire. Let's check it out.

Nvidia on Monday said it will invest as much as $100 billion in OpenAI to help the ChatGPT maker support a massive build-out of data centers equipped with Nvidia’s chips – a deal that some analysts say raises questions about whether Nvidia is investing heavily to prop up the market and keep companies spending on its products.

OpenAI plans to build and deploy Nvidia systems that require 10 gigawatts of power, which is equivalent to 4 million and 5 million graphics processing units. Stocks including Taiwan Semiconductor Manufacturing Co.