NVIDIA & OpenAI Announce $100 Bn Partnership to Build Next-Gen AI Infrastructure
The first phase of deployment is expected to go live in the second half of 2026.
San Francisco/Santa Clara, Sept. 22, 2025 — NVIDIA and OpenAI announced a letter of intent for a strategic partnership to deploy at least 10 gigawatts of NVIDIA systems to power OpenAI’s next-generation AI models, with the ultimate goal of advancing toward superintelligence.
This follows last week's announcements when Oracle agreed to provide OpenAI with $300 billion worth of compute power over five years, starting in 2027.
To support this massive scale-up, NVIDIA said it plans to invest up to $100 billion in OpenAI as the systems are rolled out. The first phase of deployment is expected to go live in the second half of 2026, leveraging NVIDIA’s Vera Rubin platform.
“This investment and infrastructure partnership mark the next leap forward—deploying 10 gigawatts to power the next era of intelligence,” said Jensen Huang, NVIDIA’s founder and CEO.
OpenAI CEO Sam Altman emphasized the importance of compute, calling it the foundation for the future economy. “We will utilise what we’re building with NVIDIA to both create new AI breakthroughs and empower people and businesses with them at scale,” Altman said.
Under the agreement, OpenAI will designate NVIDIA as its preferred compute and networking partner, co-optimising hardware and software roadmaps.
The partnership builds on years of collaboration between the companies and complements their work with Microsoft, Oracle, SoftBank, and Stargate partners to create the world’s most advanced AI infrastructure.
OpenAI currently serves 700 million weekly active users worldwide, and this initiative aims to accelerate its mission of developing AI that benefits all of humanity.
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