OpenAI has secured a landmark computing infrastructure deal with NVIDIA, which will involve the deployment of at least 10 gigawatts of AI systems, comprising millions of graphics processing units, for the artificial intelligence company’s next-generation infrastructure.
The partnership includes NVIDIA’s commitment to invest up to $100 billion in OpenAI as the new systems become operational. The initial deployment of the first gigawatt is scheduled for the second half of 2026, utilising NVIDIA’s Vera Rubin platform.
“NVIDIA and OpenAI have pushed each other for a decade, from the first DGX supercomputer to the breakthrough of ChatGPT,” said Jensen Huang, founder and CEO of NVIDIA. “This investment and infrastructure partnership mark the next leap forward — deploying 10 gigawatts to power the next era of intelligence.”
The collaboration will support OpenAI’s mission to develop superintelligence by providing the computational power necessary for training and operating future AI models. Sam Altman, cofounder and CEO of OpenAI, emphasised the fundamental importance of computing infrastructure.
“Everything starts with compute,” said Altman. “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.”
OpenAI will work with NVIDIA as its preferred strategic partner for compute and networking in support of AI factory expansion plans. The companies will coordinate their development roadmaps to optimise OpenAI’s model and infrastructure software alongside NVIDIA’s hardware and software platforms.
“We’ve been working closely with NVIDIA since the early days of OpenAI,” said Greg Brockman, cofounder and president 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.”
The partnership builds upon OpenAI’s existing collaborations with Microsoft, Oracle, SoftBank and Stargate partners in developing advanced AI infrastructure. OpenAI currently serves over 700 million weekly active users across global enterprises, small businesses and developers.
Both companies expect to finalise the partnership details in the coming weeks.
