OpenAI and NVIDIA announced a landmark strategic partnership to deploy at least 10 gigawatts of NVIDIA systems to support the next generation of OpenAI’s AI model training and deployment. The companies made this announcement on September 22, 2025, in San Francisco and Santa Clara.
The deal includes NVIDIA’s intent to invest up to $100 billion in OpenAI progressively, tied to the deployment of each gigawatt. The first gigawatt is slated to come online in the second half of 2026 on the NVIDIA Vera Rubin platform.
“NVIDIA and OpenAI have pushed each other for a decade, from the first DGX supercomputer to the breakthrough of ChatGPT,” said Jensen Huang, founder and CEO of NVIDIA.
“Everything starts with compute,” said Sam Altman, cofounder and CEO of OpenAI. “Compute infrastructure will be the basis for the future economy, 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.”
Expanding a robust ecosystem
With OpenAI selecting NVIDIA as its key partner for compute and networking, it can now scale its AI factory ambitions. Together, they’ll align their development plans, integrating OpenAI’s model and infrastructure software with NVIDIA’s cutting-edge hardware and tools.
This alliance builds on OpenAI and NVIDIA’s ongoing work with major collaborators like Microsoft, Oracle, SoftBank, and Stargate partners, all united in creating the most advanced AI infrastructure on the planet.
OpenAI has grown to over 700 million weekly active users and strong adoption across global enterprises, small businesses, and developers. This partnership will help OpenAI advance its mission to build artificial general intelligence that benefits all of humanity. Given that the market for AI compute is already hot, this could boost investor confidence in NVIDIA’s future revenue streams.