OpenAI and NVIDIA on Monday signed a letter of intent for a strategic partnership to deploy at least 10 gigawatts of NVIDIA systems for OpenAI’s next-generation AI infrastructure. The agreement includes NVIDIA investing up to $100 billion in OpenAI, tied to each gigawatt of systems deployed.
The first gigawatt of capacity is scheduled for deployment in the second half of 2026 on NVIDIA’s Vera Rubin platform.
“NVIDIA and OpenAI have pushed each other for a decade, from the first DGX supercomputer to the breakthrough of ChatGPT,” said Jensen Huang, founder and CEO of NVIDIA. “This investment and infrastructure partnership mark the next leap forward—deploying 10 gigawatts to power the next era of intelligence.”
“Everything starts with compute,” said Sam Altman, co-founder and CEO of OpenAI. “Compute infrastructure will be the basis for the economy of the future, and we will utilise what we’re building with NVIDIA to both create new AI breakthroughs and empower people and businesses with them at scale.”
Earlier, Altman said the company will soon roll out new compute-intensive offerings, noting that some of the features will initially be limited to Pro subscribers and certain products may come with additional fees.
“Our intention remains to drive the cost of intelligence down as aggressively as we can and make our services widely available,” Altman said on X. He added that OpenAI aims to test the limits of current models by applying significant compute power to new ideas, even at today’s costs.
“We’ve utilised their platform to create AI systems that hundreds of millions of people use every day. We’re excited to deploy 10 gigawatts of compute with NVIDIA to push back the frontier of intelligence and scale the benefits of this technology to everyone,” said Greg Brockman, co-founder and president of OpenAI.
As part of the agreement, OpenAI will use NVIDIA as a preferred compute and networking partner for its AI factory growth. Both companies will coordinate their hardware and software roadmaps to support future model development and infrastructure.
The partnership builds on OpenAI and NVIDIA’s existing collaborations with Microsoft, Oracle, SoftBank, and Stargate partners, which are focused on building advanced AI infrastructure.
OpenAI currently reports over 700 million weekly active users, with adoption spanning enterprises, small businesses, and developers worldwide. The companies said this new agreement will support OpenAI’s mission to develop artificial general intelligence that benefits humanity.
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