September 22, 2025

OpenAI and NVIDIA have signed a letter of intent for a landmark strategic partnership that will deploy at least 10 gigawatts of NVIDIA systems to power OpenAI’s next-generation AI models and infrastructure. The deal represents one of the largest investments in AI compute capacity to date, with NVIDIA committing up to $100 billion as each gigawatt comes online.

The first phase—1 gigawatt of NVIDIA systems running on the company’s upcoming Vera Rubin platform—is expected to be deployed in the second half of 2026.

A New Era of Compute Power

• Scale: Millions of NVIDIA GPUs will form the backbone of OpenAI’s future models.

• Investment: NVIDIA will progressively invest $100B in OpenAI to fund data centers and energy capacity.

• Co-optimization: The two companies will align their hardware and software roadmaps to maximize performance and efficiency.

Leadership Voices

Jensen Huang, NVIDIA Founder and CEO

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, OpenAI Cofounder and CEO

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.

Strategic Context

OpenAI already collaborates with Microsoft, Oracle, SoftBank, and Stargate partners on AI infrastructure. With over 700 million weekly active users, the company is rapidly scaling adoption across enterprises, developers, and small businesses.

This NVIDIA partnership positions OpenAI to accelerate its mission of building artificial general intelligence (AGI) that benefits all of humanity, while giving developers and businesses access to the most powerful AI infrastructure ever built.

About OpenAI

OpenAIis an AI research and deployment company. Our mission is to ensure that artificial general intelligence benefits all of humanity.

About NVIDIA

NVIDIA (NASDAQ: NVDA) is the world leader in AI and accelerated computing.