Nvidia and OpenAI have struck a landmark partnership that could see Nvidia invest up to $100 billion in OpenAI while providing the massive compute infrastructure needed for the next generation of AI models. The agreement calls for OpenAI to deploy at least 10 gigawatts of Nvidia systems across new data centers, beginning with a one‑gigawatt rollout on Nvidia’s Vera Rubin platform in the second half of 2026. The deal positions Nvidia as both a supplier and a stakeholder, anchoring it at the heart of the AI boom and giving OpenAI a long‑term pipeline of cutting‑edge hardware to stay competitive with rivals.
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