OpenAI and NVIDIA Announce Strategic Partnership to Deploy 10 Gigawatts of AI Data Centers with $100 Billion Investment

OpenAI and NVIDIA announce a partnership to deploy 10 gigawatts of AI data centers, supported by a $100 billion investment.

Quiver AI Summary

OpenAI and NVIDIA have announced a strategic partnership to deploy at least 10 gigawatts of NVIDIA systems to support OpenAI’s next-generation AI infrastructure, aimed at training advanced AI models. NVIDIA plans to invest up to $100 billion in OpenAI as the deployment progresses, with the first gigawatt expected to be operational in the second half of 2026 using the NVIDIA Vera Rubin platform. This collaboration builds on a decade-long relationship, with both companies striving to push the boundaries of AI technology. OpenAI's leadership emphasizes the importance of computing infrastructure in creating new AI breakthroughs and expanding their benefits to a wider audience. This partnership will also involve co-optimizing software and hardware roadmaps and builds on existing collaborations with other major tech players.

Potential Positives

OpenAI has secured a significant strategic partnership with NVIDIA to deploy at least 10 gigawatts of AI data centers, enhancing its infrastructure for next-generation AI models.
NVIDIA plans to invest up to $100 billion in OpenAI, which will provide substantial financial support for the company's growth and technological advancements.
The partnership positions OpenAI as a preferred strategic compute and networking partner for NVIDIA, indicating a strong collaborative relationship that is likely to foster innovation and efficiency.
The first gigawatt of NVIDIA systems is scheduled to be deployed in the second half of 2026, demonstrating a clear timeline for progress and implementation of this initiative.

Potential Negatives

Significant reliance on NVIDIA for infrastructure development may expose OpenAI to risks related to NVIDIA’s performance and product delivery timelines.
The partnership is contingent on NVIDIA's $100 billion investment, which may not be fully guaranteed or realized if business conditions change.
OpenAI's focus on a long-term goal of deploying artificial general intelligence may attract regulatory scrutiny or public concern about potential ethical implications.

FAQ

What is the partnership between OpenAI and NVIDIA about?

The partnership aims to deploy at least 10 gigawatts of NVIDIA systems for OpenAI's AI infrastructure and model training.

How much is NVIDIA investing in OpenAI?

NVIDIA intends to invest up to $100 billion progressively as each gigawatt of AI infrastructure is deployed.

When will the first gigawatt of NVIDIA systems be deployed?

The first gigawatt is targeted to come online in the second half of 2026.

What is the significance of this partnership for AI development?

This partnership will enhance OpenAI's capabilities to create and scale advanced AI technologies for various applications.

Who are the key executives quoted in the announcement?

Jensen Huang, CEO of NVIDIA, and Sam Altman, CEO of OpenAI, provided insights on the partnership's importance.

Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.

$NVDA Congressional Stock Trading

Members of Congress have traded $NVDA stock 76 times in the past 6 months. Of those trades, 64 have been purchases and 12 have been sales.

Here’s a breakdown of recent trading of $NVDA stock by members of Congress over the last 6 months:

REPRESENTATIVE CLEO FIELDS has traded it 40 times. They made 40 purchases worth up to $11,915,000 on 08/22, 08/20, 08/15, 08/13, 08/06, 08/01, 07/29, 07/17, 07/16, 07/14, 07/10, 06/30, 06/26, 06/25, 06/09, 06/05, 06/03 and 0 sales.
SENATOR JOHN BOOZMAN has traded it 2 times. They made 2 purchases worth up to $30,000 on 08/22, 05/13 and 0 sales.
SENATOR ANGUS S. KING JR. purchased up to $15,000 on 07/21.
SENATOR SHELDON WHITEHOUSE has traded it 2 times. They made 0 purchases and 2 sales worth up to $100,000 on 07/07, 04/14.
REPRESENTATIVE JOSH GOTTHEIMER has traded it 2 times. They made 1 purchase worth up to $15,000 on 06/24 and 1 sale worth up to $15,000 on 04/09.
REPRESENTATIVE LISA C. MCCLAIN has traded it 4 times. They made 3 purchases worth up to $45,000 on 06/17, 06/11, 06/09 and 1 sale worth up to $15,000 on 06/10.
REPRESENTATIVE VAL T. HOYLE has traded it 2 times. They made 2 purchases worth up to $30,000 on 06/09, 06/06 and 0 sales.
REPRESENTATIVE ROBERT BRESNAHAN has traded it 6 times. They made 6 purchases worth up to $90,000 on 05/29, 05/23, 05/16, 05/13, 05/09, 04/11 and 0 sales.
REPRESENTATIVE MARJORIE TAYLOR GREENE has traded it 3 times. They made 3 purchases worth up to $45,000 on 05/14, 05/05, 04/09 and 0 sales.
REPRESENTATIVE JEFFERSON SHREVE has traded it 4 times. They made 1 purchase worth up to $250,000 on 05/08 and 3 sales worth up to $1,350,000 on 05/12, 04/07, 03/31.
REPRESENTATIVE BRUCE WESTERMAN sold up to $50,000 on 04/21.
REPRESENTATIVE JARED MOSKOWITZ has traded it 3 times. They made 3 purchases worth up to $45,000 on 04/16, 04/07 and 0 sales.
REPRESENTATIVE DAN NEWHOUSE sold up to $15,000 on 04/11.
REPRESENTATIVE TERRI A. SEWELL purchased up to $15,000 on 04/10.
REPRESENTATIVE JULIE JOHNSON sold up to $50,000 on 04/07.
REPRESENTATIVE DWIGHT EVANS purchased up to $15,000 on 04/03.
REPRESENTATIVE GREG LANDSMAN has traded it 2 times. They made 0 purchases and 2 sales worth up to $65,000 on 03/27.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.

$NVDA Insider Trading Activity

$NVDA insiders have traded $NVDA stock on the open market 346 times in the past 6 months. Of those trades, 0 have been purchases and 346 have been sales.

Here’s a breakdown of recent trading of $NVDA stock by insiders over the last 6 months:

JEN HSUN HUANG (President and CEO) has made 0 purchases and 224 sales selling 4,050,000 shares for an estimated $689,229,632.
MARK A STEVENS has made 0 purchases and 7 sales selling 2,525,730 shares for an estimated $377,037,700.
TENCH COXE sold 1,000,000 shares for an estimated $142,804,600
A BROOKE SEAWELL has made 0 purchases and 53 sales selling 770,522 shares for an estimated $119,998,758.
COLETTE KRESS (EVP & Chief Financial Officer) has made 0 purchases and 48 sales selling 196,290 shares for an estimated $32,815,868.
AJAY K PURI (EVP, Worldwide Field Ops) has made 0 purchases and 5 sales selling 168,195 shares for an estimated $25,673,039.
DAWN E HUDSON has made 0 purchases and 2 sales selling 90,000 shares for an estimated $15,381,064.
ROBERT K BURGESS sold 50,000 shares for an estimated $6,740,819
STEPHEN C NEAL sold 28,000 shares for an estimated $4,972,343
DONALD F JR ROBERTSON (Principal Accounting Officer) has made 0 purchases and 3 sales selling 8,000 shares for an estimated $1,263,767.
JOHN DABIRI sold 660 shares for an estimated $91,608

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

$NVDA Hedge Fund Activity

We have seen 2,955 institutional investors add shares of $NVDA stock to their portfolio, and 2,161 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

KINGSTONE CAPITAL PARTNERS TEXAS, LLC added 382,231,120 shares (+267959.7%) to their portfolio in Q2 2025, for an estimated $60,388,694,648
GAMMA INVESTING LLC removed 48,327,113 shares (-99.0%) from their portfolio in Q2 2025, for an estimated $7,635,200,582
CAPITAL RESEARCH GLOBAL INVESTORS added 46,228,880 shares (+48.0%) to their portfolio in Q2 2025, for an estimated $7,303,700,751
JPMORGAN CHASE & CO added 41,486,164 shares (+9.9%) to their portfolio in Q2 2025, for an estimated $6,554,399,050
VANGUARD GROUP INC added 39,465,689 shares (+1.8%) to their portfolio in Q2 2025, for an estimated $6,235,184,205
PRICE T ROWE ASSOCIATES INC /MD/ added 31,338,927 shares (+8.4%) to their portfolio in Q2 2025, for an estimated $4,951,237,076
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 30,727,360 shares (+14.9%) to their portfolio in Q2 2025, for an estimated $4,854,615,606

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

$NVDA Analyst Ratings

Wall Street analysts have issued reports on $NVDA in the last several months. We have seen 26 firms issue buy ratings on the stock, and 1 firms issue sell ratings.

Here are some recent analyst ratings:

DA Davidson issued a "Buy" rating on 09/11/2025
Citigroup issued a "Buy" rating on 09/08/2025
JP Morgan issued a "Overweight" rating on 08/28/2025
Goldman Sachs issued a "Buy" rating on 08/28/2025
Bernstein issued a "Outperform" rating on 08/28/2025
Rosenblatt issued a "Buy" rating on 08/28/2025
Benchmark issued a "Buy" rating on 08/28/2025

To track analyst ratings and price targets for $NVDA, check out Quiver Quantitative's $NVDA forecast page.

$NVDA Price Targets

Multiple analysts have issued price targets for $NVDA recently. We have seen 31 analysts offer price targets for $NVDA in the last 6 months, with a median target of $214.0.

Here are some recent targets:

Gil Luria from DA Davidson set a target price of $210.0 on 09/11/2025
Atif Malik from Citigroup set a target price of $200.0 on 09/08/2025
Harlan Sur from JP Morgan set a target price of $215.0 on 09/04/2025
N. Quinn Bolton from Needham set a target price of $200.0 on 08/28/2025
Cody Acree from Benchmark set a target price of $220.0 on 08/28/2025
Kevin Cassidy from Rosenblatt set a target price of $215.0 on 08/28/2025
Stacy Rasgon from Bernstein set a target price of $225.0 on 08/28/2025

Full Release

News

Strategic partnership enables OpenAI to build and deploy at least 10 gigawatts of AI data centers with NVIDIA systems representing millions of GPUs for OpenAI’s next-generation AI infrastructure.
To support the partnership, NVIDIA intends to invest up to $100 billion in OpenAI progressively as each gigawatt is deployed.
The first gigawatt of NVIDIA systems will be deployed in the second half of 2026 on the NVIDIA Vera Rubin platform.

SAN FRANCISCO and SANTA CLARA, Calif., Sept. 22, 2025 (GLOBE NEWSWIRE) -- OpenAI and NVIDIA today announced a letter of intent for a landmark strategic partnership to deploy at least 10 gigawatts of NVIDIA systems for OpenAI’s next-generation AI infrastructure to train and run its next generation of models on the path to deploying superintelligence. To support this deployment including data center and power capacity, NVIDIA intends to invest up to $100 billion in OpenAI as the new NVIDIA systems are deployed. The first phase is targeted to come online in the second half of 2026 using 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 preferred strategic compute and networking partner for its AI factory growth plans. OpenAI and NVIDIA will work together to co-optimize their roadmaps for OpenAI’s model and infrastructure software and NVIDIA’s hardware and software.

This partnership complements the deep work OpenAI and NVIDIA are already doing with a broad network of collaborators, including Microsoft, Oracle, SoftBank and Stargate partners, focused on building the world’s most advanced AI infrastructure.

OpenAI has grown to over 700 million weekly active users and strong adoption across global enterprises, small businesses and developers. This partnership will help OpenAI advance its mission to build artificial general intelligence that benefits all of humanity.

NVIDIA and OpenAI look forward to finalizing the details of this new phase of strategic partnership in the coming weeks.

About OpenAI
OpenAI is an AI research and deployment company. Our mission is to ensure that artificial general intelligence benefits all of humanity.

Media contact: [email protected]

About NVIDIA
NVIDIA (NASDAQ: NVDA) is the world leader in AI and accelerated computing.

Media contact: [email protected]

Certain statements in this press release including, but not limited to, statements as to: NVIDIA’s intent to invest up to $100 billion in OpenAI; the timeline for deployment; the investment and infrastructure partnership marking the next leap forward—deploying 10 gigawatts to power the next era of intelligence; the benefits, impact, performance, and availability of NVIDIA’s products, services, and technologies; expectations with respect to NVIDIA’s third party arrangements, including with its collaborators and partners; expectations with respect to technology developments; and other statements that are not historical facts are forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, which are subject to the “safe harbor” created by those sections based on management’s beliefs and assumptions and on information currently available to management and are subject to risks and uncertainties that could cause results to be materially different than expectations. Important factors that could cause actual results to differ materially include: global economic and political conditions; NVIDIA’s reliance on third parties to manufacture, assemble, package and test NVIDIA’s products; the impact of technological development and competition; development of new products and technologies or enhancements to NVIDIA’s existing product and technologies; market acceptance of NVIDIA’s products or NVIDIA’s partners’ products; design, manufacturing or software defects; changes in consumer preferences or demands; changes in industry standards and interfaces; unexpected loss of performance of NVIDIA’s products or technologies when integrated into systems; and changes in applicable laws and regulations, as well as other factors detailed from time to time in the most recent reports NVIDIA files with the Securities and Exchange Commission, or SEC, including, but not limited to, its annual report on Form 10-K and quarterly reports on Form 10-Q. Copies of reports filed with the SEC are posted on the company’s website and are available from NVIDIA without charge. These forward-looking statements are not guarantees of future performance and speak only as of the date hereof, and, except as required by law, NVIDIA disclaims any obligation to update these forward-looking statements to reflect future events or circumstances.