OpenAI and NVIDIA ($NVDA) have signed a letter of intent to build at least 10 gigawatts of AI data centers, with NVIDIA committing up to $100 billion in progressive investment as systems are deployed. The first gigawatt is expected to come online in the second half of 2026 using NVIDIA’s Vera Rubin platform.
- OpenAI and NVIDIA announced the partnership on September 22, 2025, aiming to power next-generation AI infrastructure.
- NVIDIA’s investment of up to $100 billion will support deployments tied to each gigawatt of compute capacity.
- The collaboration will involve millions of NVIDIA GPUs and optimize both companies’ hardware and software roadmaps.
- OpenAI has grown to more than 700 million weekly active users, and the infrastructure is expected to support further AI adoption globally.
- The partnership complements existing collaborations with Microsoft, Oracle, SoftBank, and Stargate partners on advanced AI infrastructure.
Relevant Companies
- NVIDIA ($NVDA) — Directly investing and providing hardware for the 10GW AI data center deployment.
Editor’s Note: This is a developing story. This article may be updated as more details become available.
