Nvidia Commits $100 Billion to OpenAI for AI Data Center Expansion
Nvidia Commits $100 Billion to OpenAI for AI Data Center Expansion
Nvidia has announced a monumental partnership with OpenAI, pledging an investment of up to $100 billion to power the development of OpenAI’s next generation of artificial intelligence models. The deal, formalized in a letter of intent this week, positions Nvidia not just as a supplier but as a key stakeholder in the future of AI.
Under the agreement, OpenAI is set to deploy a staggering 10 gigawatts of Nvidia’s advanced AI systems for its data centers over the coming years. The initial phase, targeting one gigawatt, is slated for the second half of 2026, leveraging Nvidia’s cutting-edge Vera Rubin platform. Nvidia’s financial commitment will scale progressively with each new system deployment.
OpenAI CEO Sam Altman underscored the strategic importance of this collaboration, stating, “Everything starts with compute. Compute infrastructure will be the basis for the economy of the future.” This long-term hardware pipeline is critical for OpenAI to maintain its competitive edge against major rivals like Google, Microsoft, and Meta.
For Nvidia, the investment solidifies its central role in the burgeoning AI industry by securing a significant stake in one of its leading companies. Nvidia CEO Jensen Huang hailed the initiative as “the biggest AI infrastructure project in history.” While the full realization of this partnership will unfold over several years, it is expected to profoundly influence the pace of AI advancement and the accessibility of future AI models globally. OpenAI is already utilizing Nvidia systems in its Stargate I data center, currently under construction in Abilene, Texas.
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