Nvidia's $100B Investment in OpenAI Could Be Worth $500B in Revenue Over Time: BofA

Nvidia's $100B investment in OpenAI could be worth up to $500B in revenue, according to Bank of America. The partnership includes a letter of intent for Nvidia to be involved in at least 10 GW of OpenAI's capacity, with potential implications for the tech industry.

Nvidia's recent $100 billion investment in OpenAI is poised to revolutionize the AI infrastructure landscape. The partnership, announced on September 22, 2025, includes a letter of intent for Nvidia to be involved in at least 10 gigawatts (GW) of OpenAI's capacity. This significant investment is expected to drive substantial growth in both companies' revenue streams.

OpenAI, with over 700 million weekly active users, is set to leverage Nvidia's advanced AI data centers to support its expanding user base. The first gigawatt of AI data centers is expected to come online in the second half of 2026, utilizing Nvidia's Vera Rubin platform. This deployment will involve millions of Nvidia GPUs and optimize both companies' hardware and software roadmaps OpenAI and NVIDIA Announce $100 Billion Strategic Partnership to Build 10GW of AI Data Centers^[1].

The semiconductor sector has been invigorated by this announcement, with Nvidia's shares surging by over 4% and broader sentiment in the tech-heavy Nasdaq Composite (COMP:IND) being lifted. The move underscores Nvidia's dominant role in powering next-generation AI infrastructure 10 chip stocks to watch after Nvidia’s $100B commitment to OpenAI^[2].

Analysts at Bank of America have projected that this partnership could be worth up to $500 billion in revenue. The progressive investment by Nvidia will support deployments tied to each gigawatt of compute capacity, indicating a long-term commitment to AI development OpenAI and NVIDIA Announce $100 Billion Strategic Partnership to Build 10GW of AI Data Centers^[1].

This partnership complements existing collaborations with Microsoft, Oracle, SoftBank, and Stargate partners, further solidifying OpenAI's position in the AI ecosystem. The semiconductor sector, particularly companies like Micron Technology (MU), Taiwan Semiconductor Manufacturing Company (TSM), and Analog Devices (ADI), is expected to benefit from increased demand for AI hardware 10 chip stocks to watch after Nvidia’s $100B commitment to OpenAI^[2].

As the AI infrastructure market continues to grow, Nvidia's strategic partnership with OpenAI is likely to have significant implications for the tech industry. The collaboration will drive innovation and efficiency in AI data centers, potentially setting new standards for AI infrastructure.