OpenAI and NVIDIA Strategic Partnership for 10 Gigawatts of AI Infrastructure

OpenAI and NVIDIA have announced a strategic partnership to deploy at least 10 gigawatts of NVIDIA systems, representing millions of GPUs, to build next-generation AI infrastructure. This collaboration aims to provide the compute capacity necessary to train and run next-generation models on the path toward superintelligence.

Infrastructure Deployment and Scale

OpenAI will deploy at least 10 gigawatts of AI datacenters powered by NVIDIA systems. This scale of infrastructure represents millions of GPUs, which OpenAI will use to train and run its next generation of AI models.

Financial Investment

NVIDIA intends to invest up to $100 billion in OpenAI. This investment will be provided progressively as each gigawatt of the planned 10 gigawatts of NVIDIA systems is deployed.

Timeline and Hardware Platform

The first phase of the deployment is targeted to come online in the second half of 2026. This initial gigawatt of systems will be built on NVIDIA’s Vera Rubin platform.

Strategic Alignment and Co-optimization

OpenAI will utilize NVIDIA as its preferred strategic compute and networking partner for its AI factory growth plans. The two companies will co-optimize their respective roadmaps for OpenAI's model and infrastructure software and NVIDIA⠙s hardware and software.

Ecosystem Collaboration

This partnership complements existing collaborations with a broad network of partners, including Microsoft, Oracle, SoftBank, and Stargate partners, who are focused on building advanced AI infrastructure.

Organizational Context

OpenAI has reached over 700 million weekly active users and widespread adoption among global enterprises, small businesses, and developers. The partnership is designed to support OpenAI's mission to build artificial general intelligence (AGI) that benefits all of humanity.