NVIDIA and OpenAI Forge Landmark Alliance: 10 Gigawatts of Compute Power for the Future of AI

A New Epoch in AI Infrastructure: OpenAI and NVIDIA Forge a Landmark Alliance

In a move that underscores the escalating demand for computational power in artificial intelligence, OpenAI and NVIDIA have announced a strategic partnership that will see the deployment of at least 10 gigawatts of NVIDIA systems. This ambitious collaboration is set to redefine the landscape of AI infrastructure, providing OpenAI with the necessary resources to train and operate its next generation of advanced AI models, with a clear focus on the development of superintelligence. The partnership also includes a significant financial commitment from NVIDIA, with intentions to invest up to $100 billion in OpenAI, progressively deployed as the gigawatts of compute capacity come online.

The Scale of Ambition: 10 Gigawatts and Millions of GPUs

The sheer scale of this undertaking is unprecedented. The deployment of 10 gigawatts of NVIDIA systems translates to the integration of millions of GPUs, forming the backbone of OpenAI's future AI endeavors. This massive infusion of computing power is critical for handling the increasingly complex and data-intensive tasks associated with training cutting-edge AI models. The first phase of this deployment is slated for the second half of 2026, utilizing NVIDIA's Vera Rubin platform, a testament to the forward-looking nature of this partnership.

A Symbiotic Relationship: Co-optimization for Peak Performance

Beyond the sheer hardware deployment, the partnership emphasizes a deep level of co-optimization between OpenAI's software and NVIDIA's hardware. OpenAI will operate as NVIDIA's preferred strategic compute and networking partner, a relationship that will involve close collaboration to align their respective roadmaps. This co-optimization is crucial for maximizing the performance, efficiency, and scalability of AI systems. By working together to fine-tune both the AI models and the underlying infrastructure, the companies aim to unlock new levels of AI capability and accelerate the pace of innovation.

Leadership Perspectives: Driving the Next Era of Intelligence

The leaders of both organizations have articulated a shared vision for the future of AI. Jensen Huang, founder and CEO of NVIDIA, highlighted the long-standing, mutually beneficial relationship between the two companies, stating, "NVIDIA and OpenAI have pushed each other for a decade, from the first DGX supercomputer to the breakthrough of ChatGPT. This investment and infrastructure partnership mark the next leap forward — deploying 10 gigawatts to power the next era of intelligence."

Sam Altman, co-founder and CEO of OpenAI, echoed this sentiment, emphasizing the foundational role of compute: "Everything starts with compute. Compute infrastructure will be the basis for the economy of the future, and we will utilize what we're building with NVIDIA to both create new AI breakthroughs and empower people and businesses with them at scale." Greg Brockman, co-founder and president of OpenAI, further elaborated on the historical collaboration, noting, "We’ve been working closely with NVIDIA since the early days of OpenAI… 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."

Strategic Context and Broader Ecosystem

This landmark deal does not exist in a vacuum. It complements OpenAI's existing collaborations with a robust network of partners, including Microsoft, Oracle, SoftBank, and Stargate partners, all of whom are focused on building advanced AI infrastructure. OpenAI's rapid growth, evidenced by its over 700 million weekly active users and strong adoption across various sectors, underscores the increasing demand for its AI solutions. This partnership is strategically positioned to support OpenAI's overarching mission of developing artificial general intelligence (AGI) that benefits all of humanity, while simultaneously providing businesses and individuals with access to unparalleled AI capabilities.

Looking Ahead: Finalizing the Details

While the letter of intent signifies a strong commitment, NVIDIA and OpenAI have indicated that they look forward to finalizing the specific details of this new phase of their strategic partnership in the coming weeks. This will involve intricate planning around data center construction, power acquisition, and the phased deployment of NVIDIA systems to ensure a seamless integration and operational efficiency.

About OpenAI and NVIDIA

OpenAI, an AI research and deployment company, is dedicated to ensuring that artificial general intelligence benefits all of humanity. NVIDIA, a global leader in accelerated computing, provides the foundational hardware and software technologies that power the AI revolution.