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Nvidia will invest up to $100 billion in OpenAI as the AI lab builds data centers requiring 10 gigawatts of power capacity. The 10-gigawatt deployment equals 4 to 5 million GPUs — the same number Nvidia will ship globally this year. Building one gigawatt of data center capacity costs $50 to $60 billion, including approximately $35 billion for Nvidia chips and systems. The first phase begins in the second half of 2026 using Nvidia’s next-generation Vera Rubin systems.
The…
