OpenAI and NVIDIA have signed a letter of intent to deploy at least 10 GW of NVIDIA systems to expand OpenAI’s AI infrastructure. The partnership includes an investment of up to $100 billion from NVIDIA to support data center growth and power capacity. The first phase of deployment is scheduled for the second half of 2026 and will use the NVIDIA 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.”
“Everything starts with compute,” said Sam Altman, cofounder and CEO of OpenAI. “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.”
“We’ve been working closely with NVIDIA since the early days of OpenAI,” said Greg Brockman, cofounder and president of OpenAI. “We’ve utilized 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.”
OpenAI will work with NVIDIA as a networking partner to expand AI factory capacity. The two companies will align their roadmaps to connect OpenAI’s model and infrastructure software and NVIDIA’s hardware and software.
The partnership builds on the collaboration between the firms and complements joint projects with Microsoft, Oracle, SoftBank, and Stargate partners.
Source: NVIDIA
About OpenAI
OpenAI, founded in December 2015, is a research and deployment company specializing in AI. It develops tools including the GPT language models, the DALL·E image generator, and other AI software. Its technologies are used in education, health care, enterprise services, gaming, and automation. The company is headquartered in San Francisco, CA. In 2025, OpenAI reported an estimated $12B in annualized revenue, reflecting rising demand for its AI models.
About NVIDIA
NVIDIA, founded in 1993 and headquartered in Santa Clara, CA, designs and manufactures graphics processing units, systems on chips, networking hardware, and AI intelligence software such as CUDA. Its products serve industries including gaming, data centers, autonomous vehicles, professional visualization, robotics, health care, and energy. The company introduced the GPU in 1999 and later expanded into accelerated computing and AI infrastructure. In gaming, its GPUs support high-performance rendering, while in AI and high-performance computing, its systems provide the infrastructure for training and deploying large-scale models. NVIDIA also develops tools for robotics and autonomous driving. For the fiscal quarter ending in July 2025, the company reported revenue of $46.7B and net income of $26.4B.