NVIDIA to Invest up to $100B in OpenAI to Build 10 GW of AI Data Centers
NVIDIA announced a strategic partnership with OpenAI to deploy at least 10 gigawatts of AI data center capacity powered by NVIDIA chips and systems. NVIDIA plans to invest up to $100 billion in OpenAI, with funding disbursed progressively as each gigawatt comes online. The first phase is expected in H2 2026 and will use NVIDIA’s Vera Rubin platform.
Key points
- Scale: At least 10 GW of AI data centers, requiring millions of NVIDIA GPUs.
- Investment: NVIDIA to invest up to $100 billion, phased with deployment.
- Timeline: Phase 1 expected in the second half of 2026 on Vera Rubin hardware.
- Quotes: NVIDIA CEO Jensen Huang and OpenAI CEO Sam Altman highlighted the decade-long collaboration and the importance of compute infrastructure for the future economy.
Notable context & related deals
- OpenAI has other partnerships, including a complex ongoing relationship with Microsoft.
- This summer OpenAI and Oracle struck a deal to build 4.5 GW using Oracle chips as part of the Stargate Project with partners including SoftBank, NVIDIA, Oracle, Arm and Microsoft.
- NVIDIA has also made several strategic investments recently, including an investment in Intel and licensing deals such as the acquisition of technology and talent from Enfabrica.
Official source
OpenAI announcement: https://openai.com/index/openai-nvidia-systems-partnership/
Related products
Consumer NVIDIA GPUs are available for purchase (example search on Amazon): Search NVIDIA GPUs on Amazon
Quotes
“NVIDIA and OpenAI have pushed each other for a decade, from the first DGX supercomputer to the breakthrough of ChatGPT,” — Jensen Huang.
“Compute infrastructure will be the basis for the economy of the future, and we will utilize what we’re building with NVIDIA to both create new AI breakthroughs and empower people and businesses with them at scale,” — Sam Altman.
Discussion
This deal could reshape AI infrastructure spending and accelerate next-gen model development. What implications do you see for AI competition, cloud providers, and global compute supply? Share your thoughts below.
Sources: OpenAI official announcement. Aggregated reporting and company statements.