NVIDIA to Invest $100 Billion In OpenAI

The US-based chip developer NVIDIA and OpenAI Japan have announced a letter of intent (LoI) for a landmark strategic partnership to deploy at least 10 GW of NVIDIA systems for OpenAI’s next-generation AI infrastructure to train and run its next generation of models on the path to deploying superintelligence.

To support this deployment including datacenter and power capacity, NVIDIA intends to invest up to $100 billion in OpenAI as the new NVIDIA systems are deployed. The first phase is targeted to come online in the second half of 2026 using NVIDIA’s Vera Rubin platform.

NVIDIA Founder and CEO Jensen Huang said that the two companies have pushed each other for a decade, from the first DGX supercomputer to the breakthrough of ChatGPT and this investment and infrastructure partnership mark the next leap forward—deploying 10 GW to power the next era of intelligence.

OpenAI CEO Sam Altman said that everything starts with compute as Compute infrastructure will be the basis for the economy of the future, and OpenAI will utilise what they were building with NVIDIA to both create new AI breakthroughs and empower people and businesses with them at scale.

OpenAI co-founder and President Greg Brockman said that they have been working closely with NVIDIA since the early days of OpenAI.

“We have utilised their platform to create AI systems that hundreds of millions of people use every day. We are 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,” Brockman said.

Preferred Networking Partner

OpenAI will work with NVIDIA as a preferred strategic compute and networking partner for its AI factory growth plans.  OpenAI and NVIDIA will work together to co-optimize their roadmaps for OpenAI’s model and infrastructure software and NVIDIA’s hardware and software.

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. This partnership will help OpenAI advance its mission to build artificial general intelligence that benefits all of humanity.

NVIDIA and OpenAI look forward to finalising the details of this new phase of strategic partnership in the coming weeks.