OpenAI and NVIDIA have announced a landmark strategic partnership to build massive new compute infrastructure that will power the next generation of artificial intelligence.

Under a new letter of intent, the two companies intend to deploy at least 10 gigawatts of NVIDIA systems for OpenAI’s future AI models.

As part of the agreement, NVIDIA plans to invest up to US$100 billion in OpenAI. The funding will be rolled out progressively as each gigawatt of AI data center capacity comes online. The first gigawatt deployment is expected in the second half of 2026, using the upcoming NVIDIA Vera Rubin platform.

NVIDIA founder and CEO Jensen Huang said the effort marks a leap forward in AI infrastructure deployment, recalling the long shared history between the firms from supercomputing beginnin

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