OpenAI and NVIDIA Announce Ambitious 10-Gigawatt AI Datacenter Alliance

Details

• OpenAI and NVIDIA have entered a multi-year partnership to launch at least 10 GW of NVIDIA-powered AI datacenters worldwide.
• The undertaking will involve deploying millions of GPUs, including NVIDIA’s H200, Blackwell, and upcoming architectures, all networked using NVLink and Quantum-2 InfiniBand.
• The co-designed sites will feature dense liquid cooling and will prioritize renewable energy, with phased operations planned to begin in 2026.
• This massive compute infrastructure will support training and inference for OpenAI’s next-generation models, such as future versions of GPT and advanced multimodal agents.
• NVIDIA will deliver system integration, reference designs, and leading AI software, while OpenAI will manage datacenter development and oversee model workloads.

Impact

This partnership secures OpenAI an unparalleled compute advantage, escalating competitive pressure on rivals like Anthropic, Google DeepMind, and Meta. NVIDIA cements its leadership in AI hardware with substantial forward orders, while the immense 10 GW scale draws new scrutiny from global regulators concerned about energy and environmental impacts. Locking in hardware supply until 2030 could accelerate OpenAI’s model development and boost investor confidence as the generative AI race intensifies.