OpenAI & Nvidia report partnership to deploy 10 gigawatts of Nvidia systems, Nvidia intends to invest up to $100 bln in OpenAI

OpenAI & Nvidia report partnership to deploy 10 gigawatts of Nvidia systems, Nvidia intends to invest up to $100 bln in OpenAI

NVIDIA (NASDAQ: NVDA) and OpenAI have announced a groundbreaking strategic partnership to deploy 10 gigawatts of AI data centers with NVIDIA systems. As part of the agreement, NVIDIA plans to invest up to $100 billion in OpenAI, with investments tied to each gigawatt deployment. The first phase of deployment is scheduled for the second half of 2026 using NVIDIA's Vera Rubin platform. The partnership includes co-optimization of roadmaps for OpenAI's model and infrastructure software with NVIDIA's hardware and software .

The announcement positions NVIDIA as a key player in the AI infrastructure market, with significant growth potential. The company's stock has surged, gaining over 50% year-to-date and significantly outperforming the S&P 500 index's returns of over 13% .

OpenAI, currently serving 700 million weekly active users, will work with NVIDIA as a preferred strategic compute and networking partner for its AI factory growth plans. The 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 .

This strategic partnership is part of a broader trend of significant investments in AI infrastructure. Supermicro, for example, has unveiled new AI-optimized servers and expanded its edge portfolio, positioning itself as a leading provider of AI-optimized server infrastructure . Additionally, NVIDIA has announced plans to invest $2 billion to support the development of the UK's artificial intelligence industry, highlighting the growing importance of AI in global markets .

The UK government has also introduced multiple plans to accelerate the growth of the artificial intelligence industry by speeding up data center construction, optimizing grid access, and streamlining approval processes .

The deployment of 10 gigawatts of NVIDIA systems by OpenAI represents a significant milestone in the development of AI infrastructure. This partnership underscores the importance of collaboration between tech giants and AI research institutions in driving innovation and growth in the AI sector.