On September 22 local time, OpenAI announced on its official website the strategic collaboration news with NVIDIA.

NVIDIA will gradually invest up to $100 billion in OpenAI to support data center and related infrastructure construction. The collaboration will deploy at least 10 gigawatts of NVIDIA systems for OpenAI's next-generation AI infrastructure, with the first gigawatt-scale NVIDIA systems to be deployed in the second half of 2026.

According to Securities Times China, this is NVIDIA's largest investment commitment to date.

Boosted by this positive news, NVIDIA's stock price surged over 4% during trading, hitting a new all-time high. By market close, its total market capitalization approached $4.5 trillion.

This move also boosted the performance of US tech giants last night. At closing, the three major US stock indices all ended higher: the Dow Jones rose 0.14%, the S&P 500 gained 0.44%, and the Nasdaq increased by 0.70%. Most major tech stocks advanced, with Oracle up over 6%, Apple rising over 4%, and Tesla gaining 1.91%.

In the announcement, NVIDIA founder and CEO Jensen Huang stated: "For a decade, from the first DGX supercomputer to the breakthrough of ChatGPT, NVIDIA and OpenAI have been pushing each other forward and developing together. This investment and infrastructure collaboration marks a new leap forward for both parties – we will deploy 10 gigawatts of computing power to fuel the new era of intelligence."

OpenAI co-founder and President Greg Brockman said: "Since OpenAI's early days, we have maintained close collaboration with NVIDIA. We used their platform to build AI systems used daily by hundreds of millions of people. Today, we are excited to join forces with NVIDIA to deploy 10 gigawatts of computing power, pushing the boundaries of intelligence and ensuring the benefits of this technology reach everyone."

OpenAI co-founder and CEO Sam Altman stated: "It all starts with computing power. Computing infrastructure will form the foundation of the future economy. Leveraging the technological framework built with NVIDIA, we aim to achieve new breakthroughs in AI on one hand, and on the other, empower individuals and businesses with these technological achievements at scale."

The announcement stated that the two companies will finalize the collaboration details in the coming weeks.