Nvidia and OpenAI Announce $100B AI Infrastructure Deal
Landmark partnership aims to build 10 gigawatts of AI data centers, signaling unprecedented demand for advanced semiconductors.
Nvidia and OpenAI have unveiled a landmark strategic partnership, with Nvidia planning to invest up to $100 billion to build and power a fleet of next-generation AI data centers for the AI research company. The collaboration, described as the , reinforces a long-term bullish outlook for the entire AI and semiconductor industry.
The ambitious project aims to establish at least 10 gigawatts of AI computing capacity powered by millions of Nvidia's advanced GPUs. This massive undertaking is designed to provide the foundational infrastructure for OpenAI's future AI models. According to the announcement, the first phase of the deployment is set to begin in the second half of 2026, utilizing Nvidia's forthcoming Vera Rubin chip platform.
This massive investment signals sustained, high-volume demand for the advanced computing hardware that underpins the artificial intelligence revolution. OpenAI will work with Nvidia as its preferred strategic partner for computing and networking, a move that complements its existing collaborations with Microsoft and Oracle. OpenAI CEO Sam Altman highlighted the deal's significance, stating that and will enable new AI breakthroughs. The underscores the capital-intensive nature of building cutting-edge AI and solidifies the symbiotic relationship between AI model developers and the chipmakers who power them.