OpenAI and NVIDIA (NVDA.O) have announced a letter of intent for a strategic partnership that would deploy at least 10 gigawatts of NVIDIA systems to power OpenAI’s next wave of artificial intelligence models, with a focus on advancing toward artificial general intelligence.
As part of the plan, NVIDIA intends to invest up to $100 billion in OpenAI alongside the expansion of data center and power capacity required for the rollout. The first stage of deployment is expected in the second half of 2026 and will be built on the NVIDIA Vera Rubin platform.
The partnership designates NVIDIA as a preferred provider of compute and networking for OpenAI’s expansion of so-called AI factories. Both firms will coordinate their technology roadmaps, combining OpenAI’s model development and infrastructure software with NVIDIA’s hardware and systems to optimize performance.
The collaboration extends a long-running relationship between the two companies, which have worked together since OpenAI’s early research efforts. NVIDIA previously supplied the systems that supported milestones such as the training of large-scale language models, while OpenAI has scaled its products to hundreds of millions of users worldwide.
OpenAI said its services now reach over 700 million weekly active users across enterprises, developers and small businesses. By combining its platform with NVIDIA’s latest systems, the company aims to expand the scope and speed of AI breakthroughs while delivering more efficient large-scale deployment.
The initiative adds to existing alliances both companies maintain with partners including Microsoft, Oracle, SoftBank and the Stargate consortium, which are also focused on building advanced AI infrastructure.
Source: NVIDIA