NVIDIA and OpenAI seal US$100b deal

NVIDIA and OpenAI are partnering on building the “the largest AI infrastructure project in history”. The project involves deploying at least 10 gigawatts of AI data centres, powered by millions of NVIDIA GPUs.

OpenAI will rely on NVIDIA as its preferred strategic compute and networking partner, with NVIDIA intending to invest up to US$100 billion as the project unfolds, beginning with the deployment of the first gigawatt of systems on the next-generation NVIDIA Vera Rubin platform in late 2026.

“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,” said Jensen Huang (top, second from right), Founder and CEO of NVIDIA.

“Everything starts with compute. 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,” said Sam Altman (top, left), Co-founder and CEO of OpenAI.

The strategic alliance builds upon the substantial collaboration already underway among OpenAI, NVIDIA and an extensive group of partners — including Microsoft, Oracle, SoftBank, and Stargate partners — to construct the world’s most advanced AI infrastructure.

By securing access to such massive, state-of-the-art compute resources, OpenAI will be able to train ever more powerful AI models for a new class of services and capabilities.

“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,” said Greg Brockman (top, second from left), Co-founder and President of OpenAI.

The long-term hardware partnership and joint roadmap development suggest a more tightly integrated AI supply chain, potentially making it tougher for rivals to compete on both cost and performance at scale.

Impact on everyday users

For everyday users, this scale of investment and innovation translates to faster, smarter and more accessible AI technologies powering services in daily life — from search engines and productivity tools to healthcare, education and entertainment.

With 700 million weekly active users already benefiting from OpenAI systems, this move promises improved capabilities, lower costs for deployment, and broader reach for next-generation AI solutions.

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