OpenAI and NVIDIA to deploy 10 gigawatts of systems

OpenAI and NVIDIA announced a letter of intent to deploy at least 10 gigawatts of NVIDIA systems for OpenAI’s next-generation AI infrastructure, with NVIDIA intending to invest up to $100 billion in OpenAI as systems are deployed.

• Main announcement: OpenAI and NVIDIA signed a letter of intent to deploy at least 10 gigawatts of NVIDIA systems; NVIDIA intends to invest up to $100 billion in OpenAI progressively as each gigawatt is deployed, and the first gigawatt is targeted to come online in the second half of 2026 using NVIDIA’s Vera Rubin platform.
• Background and details: The partnership names NVIDIA as a preferred strategic compute and networking partner for OpenAI, commits to co-optimizing model/infrastructure roadmaps, and notes complementary collaboration with Microsoft, Oracle, SoftBank, and Stargate partners; the announcement is a letter of intent and states final details will be finalized in the coming weeks.