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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 for Connect Money, where he brings nearly three decades experience of market insights as a financial journalist, analyst and senior portfolio manager for leading financial publications, advisory firms, and hedge funds. In his role as Editorial Director, Joe is responsible for the selection of content and creation of daily business news covering the financial markets, including Alternative Assets, Direct Investment and Financial Advisory services. Before joining Connect Money, Joe was a financial journalist for the Wall Street Journal, regularly publishing feature stories and trend pieces on the foreign exchange, global fixed income and equity markets. Joe parlayed his experience as a financial journalist into roles as a Senior Research Analyst and Portfolio Manager, writing daily and weekly market analysis and managing a FX and US equity portfolio. Joe was also a contributing writer for industry magazines and publications, including SFO Magazine and the CMT Association. Joe earned a B.S.B.A. in Finance from The American University. He holds the Chartered Market Technician (CMT) designation and is a member of the CFA Institute.

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