Nvidia has announced that it will invest up to $100 billion in OpenAI as part of a new partnership to build the world’s largest AI infrastructure project, thrusting the chipmaker into the center of a new era in artificial intelligence.
The companies announced a letter of intent for Nvidia to supply at least 10 gigawatts of systems for OpenAI’s next-generation models, aiming to further develop superintelligence through massive new data centers powered by millions of GPUs.
The initial phase of this partnership will see the first gigawatt of Nvidia systems deployed in the second half of 2026 using the Vera Rubin platform.
The partnership designates Nvidia as OpenAI’s preferred strategic compute and networking partner, with both firms planning to coordinate their hardware and software roadmaps moving forward.
Jensen Huang, founder and CEO of Nvidia, said in a news release that the two companies “have pushed each other for a decade,” noting that this announcement will only advance the companies’ growth even further.
Similarly, Sam Altman, cofounder and CEO of OpenAI, stated in the release that “Everything starts with compute,” and this partnership is expected to drive growth across various industries as a result.
“Compute infrastructure will be the basis for the economy of the future, and we will utilize what we’re building with NVIDIA to both create new AI breakthroughs and empower people and businesses with them at scale.”
OpenAI has grown to more than 700 million weekly active users and continues to expand, with the expectation that this partnership will only add more users to the company’s base.
The companies wrote in the release that final details of the new strategic partnership will be announced in the coming weeks, though no official timeline was provided for the information.
This announcement also comes on the heels of China informing companies that Nvidia AI Chips were no longer allowed in the country, marking a significant blow to a company that had planned to send tens of thousands of chips to the country, as previously reported by The Dallas Express.
Nvidia had previously developed a chip, the RTX Pro 6000D, intended solely for companies located in China, with the ban seemingly resulting in a massive loss of product for the company.