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NVIDIA and OpenAI Unveil $100B Strategic Partnership to Build Next-Gen AI Infrastructure 

NVIDIA and OpenAI Unveil $100B Strategic Partnership to Build Next-Gen AI Infrastructure 

NVIDIA and OpenAI have signed a letter of intent for a landmark partnership to build next-generation AI infrastructure, with NVIDIA planning to invest up to $100 billion in OpenAI as new systems are deployed. The initiative includes the rollout of at least 10 gigawatts of AI data centers with NVIDIA systems, with the first phase expected to come online in the second half of 2026 on NVIDIA’s Vera Rubin platform. 

Jensen Huang, founder and CEO of NVIDIA, emphasized the long-standing collaboration between the two companies: “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.” 

OpenAI CEO Sam Altman underscored the role of compute in shaping the future economy: “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.” 

Under the agreement, NVIDIA will serve as OpenAI’s preferred compute and networking partner as both companies align their hardware, software, and model roadmaps. The deal complements OpenAI and NVIDIA’s existing collaborations with Microsoft, Oracle, SoftBank, and Stargate partners to construct the world’s most advanced AI infrastructure. 

The announcement comes as OpenAI reports more than 700 million weekly active users and accelerating adoption across global enterprises, small businesses, and developers, highlighting the scale of demand this new infrastructure aims to meet. 

This partnership complements the deep work OpenAI and NVIDIA are already doing with a broad network of collaborators, including Microsoft, Oracle, SoftBank, and Stargate partners, focused on building the world’s most advanced AI infrastructure. 

OpenAI has grown to over 700 million weekly active users and strong adoption across global enterprises, small businesses, and developers.  

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About Joe Palmisano

Joe Palmisano is editorial director of Connect Money, where he oversees daily coverage of alternative assets, direct investments, financial advisory and the economy. He brings three decades of experience as a financial journalist, analyst and portfolio manager. Before joining Connect Money, Palmisano wrote for The Wall Street Journal, covering foreign exchange, global fixed-income and equity markets. He later served as a senior research analyst and portfolio manager, producing market analysis and managing foreign exchange and U.S. equity portfolios for FX Concepts. His work has also appeared in SFO Magazine and CMT Association publications. Palmisano earned a bachelor’s degree in finance from The American University and holds the Chartered Market Technician (CMT) designation and is a member of the CFA Institute.