Nvidia Pledges $30B, 5GW Compute Commitment on Vera Rubin GPUs
OpenAI raised $110B in new funding—$50B from Amazon, $30B from Nvidia, $30B from SoftBank—valuing it at $730B pre-money. Nvidia's $30B anchors a deal securing 3GW inference and 2GW training on its next-gen Vera Rubin GPUs.
1. OpenAI Secures Record $110B Funding
OpenAI closed a new funding round at $110 billion, nearly tripling its previous $41 billion raise. The round anchors include $50 billion from Amazon, $30 billion from Nvidia and $30 billion from SoftBank, valuing OpenAI at $730 billion pre-money and $840 billion fully diluted.
2. Nvidia’s $30B Strategic Compute Commitment
Nvidia’s $30 billion contribution secures dedicated AI compute: 3 gigawatts of inference capacity and 2 gigawatts of training on its upcoming Vera Rubin GPU systems. This commitment guarantees significant hardware deployment and long-term demand for Nvidia’s next-generation accelerator portfolio.
3. Implications for Nvidia’s Business
The deal solidifies Nvidia’s leadership in AI infrastructure, locking in large-scale usage of its GPUs across enterprise AI workloads. It positions Nvidia for accelerated revenue growth from both hardware sales and recurring cloud partnerships, while raising barriers to entry for competing chipmakers.