Nvidia and OpenAI Announce $100 Billion Partnership to Deploy 10 Gigawatts of AI Infrastructure

Nvidia and OpenAI have announced a strategic partnership to deploy at least 10 gigawatts of AI data centers, supported by Nvidia's investment of up to $100 billion. The collaboration aims to enhance OpenAI's infrastructure for training and running advanced AI models. The first phase is scheduled to commence in the second half of 2026, utilizing Nvidia's Vera Rubin platform.

Nvidia's CEO, Jensen Huang, stated,

"This investment and infrastructure partnership mark the next leap forward—deploying 10 gigawatts to power the next era of intelligence."

OpenAI's CEO, Sam Altman, emphasized the importance of compute infrastructure, noting,

"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."

The partnership involves a phased investment approach, with an initial $10 billion provided upon signing and subsequent tranches released as each gigawatt of deployment is achieved.

This collaboration complements OpenAI's existing partnerships with Microsoft, Oracle, and SoftBank, focusing on building advanced AI infrastructure.

Following the announcement, Nvidia's stock experienced a 3.9% increase, reflecting investor confidence in the company's strategic direction.