OpenAI and NVIDIA have announced a strategic partnership to build and deploy at least 10 gigawatts of NVIDIA-powered data centres, supporting the training and deployment of OpenAI’s next generation of models aimed at advancing superintelligence. The collaboration is set to represent millions of GPUs and will form the backbone of OpenAI’s future AI infrastructure.
Investment and deployment timeline
As part of the agreement, NVIDIA plans to invest up to US$100 billion in OpenAI. The investment will be released progressively as each gigawatt of infrastructure is deployed. The first phase is expected to launch in the second half of 2026, built on the NVIDIA Vera Rubin platform.
This initiative highlights the scale of resources required to power future AI systems, with computing capacity identified as the foundation for technological and economic progress.
Strengthening a long-term collaboration
The partnership builds on a decade-long relationship between the two companies. NVIDIA’s founder and CEO, Jensen Huang, reflected on this shared history: “NVIDIA and OpenAI have pushed each other for a decade, from the first DGX supercomputer to the breakthrough of ChatGPT. This investment and infrastructure partnership mark the next leap forward — deploying 10 gigawatts to power the next era of intelligence.”
Sam Altman, cofounder and CEO of OpenAI, also underlined the importance of compute power, saying: “Compute infrastructure will be the basis for the economy of the future, and we will utilise what we’re building with NVIDIA to both create new AI breakthroughs and empower people and businesses with them at scale.”
Greg Brockman, OpenAI’s cofounder and president, added: “We’ve been working closely with NVIDIA since the early days of OpenAI. We’ve utilised their platform to create AI systems that hundreds of millions of people use every day. We’re excited to deploy 10 gigawatts of compute with NVIDIA to push back the frontier of intelligence and scale the benefits of this technology to everyone.”
Broader ecosystem and next steps
Under the partnership, NVIDIA will serve as OpenAI’s preferred strategic compute and networking partner for its AI factory growth. Both companies will align their roadmaps, integrating OpenAI’s model and infrastructure software with NVIDIA’s hardware and software platforms.
The collaboration also complements work already underway with a network of partners, including Microsoft, Oracle, SoftBank and Stargate partners, all focused on building advanced AI infrastructure globally.
OpenAI, which now reports over 700 million weekly active users, continues to see strong adoption among enterprises, small businesses and developers. This partnership is expected to accelerate its mission of creating artificial general intelligence that benefits humanity.
NVIDIA and OpenAI are expected to finalise the details of the agreement in the coming weeks.
