NVIDIA Commits $100 Billion to OpenAI in Massive 10-Gigawatt AI Infrastructure Deal

September 22, 2025

Details

  • On September 22, 2025, NVIDIA and OpenAI revealed a strategic partnership to deliver at least 10 gigawatts of advanced NVIDIA systems for next-generation AI development, billed by NVIDIA CEO Jensen Huang as the largest AI infrastructure project ever undertaken.
  • NVIDIA will invest up to $100 billion in OpenAI, scaling its commitment as each gigawatt of computing power is brought online, supporting OpenAI’s rapid growth to over 700 million weekly active users since ChatGPT’s debut.
  • The collaboration centers on the new NVIDIA Vera Rubin platform and millions of GPUs to meet the demanding training and inference needs of OpenAI’s frontier models geared toward advanced reasoning, agentic capabilities, and multimodal processing.
  • The first gigawatt of these systems is set for deployment in the second half of 2026, extending a partnership that began in 2016 when Jensen Huang delivered the inaugural NVIDIA DGX system to OpenAI.
  • This initiative delivers a billion-fold leap in computational resources from OpenAI’s earliest days, supporting breakthroughs across science, medicine, and education while driving down the cost of AI intelligence at scale.

Impact

This record-setting investment marks a pivotal shift in the global AI arms race, placing NVIDIA and OpenAI far ahead in the enterprise AI infrastructure market. As the race for computational supremacy heats up, major tech players like Google, Microsoft, and Amazon will be pushed to pursue similarly ambitious alliances or risk falling behind in the next era of artificial intelligence.

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