OpenAI and Nvidia have struck one of the biggest partnerships in AI, with Nvidia pledging to invest up to $100 billion in OpenAI while supplying the compute power needed to build the company's next generation of models.

The deal, announced Monday in a letter of intent, calls for OpenAI to deploy at least 10 gigawatts of Nvidia systems over the coming years. The first phase, one gigawatt, is scheduled for the second half of 2026 on Nvidia's upcoming Vera Rubin platform, named for the late dark-matter astronomer. Nvidia's investment will grow in scale as each new system is deployed.

(Disclosure: Ziff Davis, CNET's parent company, in April filed a lawsuit against ChatGPT maker OpenAI, alleging it infringed Ziff Davis copyrights in training and operating its AI systems.)

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