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.
This article contains syndicated content. We have not reviewed, approved, or endorsed the content, and may receive compensation for placement of the content on this site. For more information please view the Barchart Disclosure Policy here.
/Nvidia%20logo%20and%20sign%20on%20headquarters%20by%20Michael%20Vi%20via%20Shutterstock.jpg)
/Alphabet%20Inc_%20and%20Google%20logos%20by%20IgorGolovinov%20via%20Shutterstock.jpg)
/NVIDIA%20Corp%20logo%20on%20phone-by%20Evolf%20via%20Shutterstock.jpg)