Nvidia and OpenAI have announced a major strategic partnership in which Nvidia will invest up to $100 billion in OpenAI to help build and deploy a new wave of AI infrastructure. The aim is to deploy at least 10 gigawatts of Nvidia computing systems to power OpenAI’s future models and services.
Under the agreement, the first gigawatt of these systems will be deployed in the second half of 2026, using Nvidia’s upcoming Vera Rubin platform. The investment by Nvidia is planned to be made progressively as each part of the infrastructure — each gigawatt of systems — is deployed.
OpenAI will purchase Nvidia’s data-centre chips, paying in cash, while Nvidia will also acquire a non-controlling stake in OpenAI. Neither company has yet disclosed every detail; they plan to finalize the exact terms in the coming weeks.
OpenAI’s CEO Sam Altman said the move reflects how vital computing power is for AI breakthroughs, now and in the future. Nvidia CEO Jensen Huang described the deal as “the next leap forward,” calling this deployment of massive-scale AI compute essential for the next era of intelligence.
The partnership comes amid intense competition among technology companies to build more AI data centres, to deliver faster, more powerful AI models. Demand for GPUs and other hardware to train and run large AI systems is rising steeply.
Market reaction was immediate: Nvidia’s shares rose by about 4% after the announcement, reflecting investor confidence in its growing role as a supplier of AI infrastructure.
Some analysts see the deal as raising regulatory questions, given the scale of Nvidia’s influence and OpenAI’s prominence in AI. But supporters argue that without this kind of investment, advances in AI could slow due to lack of sufficient infrastructure.
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