Santa Clara, California, 23/09/2025 — Nvidia Corp. has confirmed that its latest collaboration with OpenAI, involving a $100 billion investment, will not compromise service to its existing clientele. Despite the magnitude of the deal, the chipmaker emphasized that all customers will remain a top priority.
Commitment to Customer Priority
Nvidia has assured its customers that the recent deal with OpenAI will not alter its commitment to other clients. In a statement issued late Monday, the company declared, ‘Our investments will not change our focus or impact supply to our other customers. We will continue to make every customer a top priority, with or without any equity stake.’ This statement comes as part of Nvidia’s broader strategy to expand its customer base while maintaining strong ties with existing partners.
The OpenAI Collaboration
Earlier this week, Nvidia and OpenAI announced their agreement to invest $100 billion in enhancing AI infrastructure. The collaboration aims to develop Nvidia-equipped data centers with a power capacity of at least 10 gigawatts. These centers are expected to play a crucial role in the development and operation of advanced artificial intelligence models.
Market Dynamics and Competition
The demand for Nvidia chips has surged in Silicon Valley, making them one of the most sought-after commodities in the tech industry. This surge has led to a significant increase in the company’s sales and stock value, positioning Nvidia with the world’s largest market capitalization at nearly $4.5 trillion. Despite this success, Nvidia continues to rely on a select group of major technology companies, such as Microsoft Corp., Meta Platforms Inc., Amazon.com Inc., and Alphabet Inc., for a substantial portion of its revenue.
Maintaining Growth Amid Challenges
Nvidia’s CEO, Jensen Huang, has been proactive in expanding the company’s customer base to sustain its growth trajectory. The company is aware of the competitive landscape, where tech giants are investing heavily in AI infrastructure and exploring in-house solutions to reduce dependency on Nvidia. As these companies strive to enhance their capabilities, concerns regarding the potential loss of priority status with Nvidia could lead them to accelerate the development of alternative solutions, including those offered by competitors like Advanced Micro Devices Inc.
