NVIDIA and OpenAI Forge $100 Billion AI Infrastructure Partnership, Worldcoin Reacts

23.09.2025 07:07

NVIDIA Corporation announced a landmark $100 billion investment in OpenAI to develop next-generation AI infrastructure, causing NVIDIA's stock to surge nearly 4% to $183.61 on September 22. The partnership, detailed in a letter of intent, will deploy 10 gigawatts of NVIDIA systems to power OpenAI's advanced AI models, with the first gigawatt expected to be operational by the second half of 2026.

Funding will be released progressively based on performance milestones, aligning capital with each gigawatt deployed. OpenAI has selected NVIDIA as its preferred compute partner, emphasizing a decade-long collaboration that includes co-optimizing infrastructure and software for efficiency. Sam Altman, CEO of OpenAI, stated, "Compute infrastructure will be the basis for the economy of the future," while NVIDIA's Jensen Huang highlighted the partnership as a leap forward in intelligence scaling.

Meanwhile, Worldcoin (WLD), associated with Altman, experienced a double-digit decline to lows of $1.31 amid broader crypto market weakness but stabilized near $1.35 as community optimism grew. The token's ties to OpenAI's leadership fueled speculation of secondary benefits, though traders remained cautious. OpenAI currently boasts over 700 million weekly active users, and the collaboration is projected to accelerate global AI adoption, reinforcing NVIDIA's dominance in AI compute.