Today, OpenAI and NVIDIA announced a landmark agreement involving AI infrastructure. As part of this strategic partnership, OpenAI will be deploying at least 10 gigawatts of NVIDIA systems in its fast-growing AI infrastructure.
10 gigawatts of NVIDIA systems will represent millions of GPUs, and OpenAI will be using them to train and run next-generation frontier AI models. To support this massive AI infrastructure buildout, NVIDIA is planning to invest up to $100 billion in OpenAI. This is not a one-time investment. Instead, OpenAI will get the investment as the new NVIDIA systems are deployed.
OpenAI mentioned that the first phase of this deployment will come online in the second half of 2026 using NVIDIA’s upcoming Vera Rubin platform. The NVIDIA Vera Rubin platform packs 8 exaflops of AI compute to provide 7.5x more AI performance than the current NVIDIA GB300 NVL72 systems. It will also offer 100TB of fast memory and 1.7 petabytes per second of memory bandwidth in a single rack.
Jensen Huang, founder and CEO of NVIDIA, said:
“NVIDIA and OpenAI have pushed each other for a decade, from the first DGX supercomputer to the breakthrough of ChatGPT. This investment and infrastructure partnership mark the next leap forward—deploying 10 gigawatts to power the next era of intelligence.”
Sam Altman, co-founder and CEO of OpenAI, said:
“Everything starts with compute. 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.”
Along with this AI infrastructure partnership, NVIDIA and OpenAI also announced a few important agreements. NVIDIA will be OpenAI"s preferred strategic compute and networking partner for its AI factory growth plans. Also, OpenAI and NVIDIA will co-optimize their roadmaps for OpenAI"s model and infrastructure software and NVIDIA’s hardware and software. NVIDIA and OpenAI will be sharing more details of this strategic partnership in the coming weeks.
OpenAI also highlighted today that this agreement with NVIDIA complements its existing partnerships for AI infrastructure with companies including Microsoft, Oracle, SoftBank, and Stargate.