UK (Parliament Politics magazine) – OpenAI and NVIDIA have announced a landmark partnership to deploy at least 10 gigawatts of NVIDIA systems, representing millions of GPUs, for OpenAI’s next-generation AI infrastructure. NVIDIA plans to invest up to $100 billion progressively as each gigawatt is deployed, with the first gigawatt set to launch in the second half of 2026 on NVIDIA’s Vera Rubin platform.
Landmark Partnership to Power AI Infrastructure
As reported by the official OpenAI announcement on September 22, 2025, OpenAI and NVIDIA signed a letter of intent to collaborate strategically on building and deploying at least 10 gigawatts of NVIDIA-powered AI datacenters worldwide. These datacenters will serve as the computing backbone for OpenAI’s future models, aiming to accelerate progress on deploying artificial general intelligence .
NVIDIA’s founder and CEO Jensen Huang highlighted the significance by stating,
“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” .
Massive Investment and Deployment Plan
To support this expansive infrastructure build-out, NVIDIA will progressively invest up to $100 billion in OpenAI. This investment is structured to correspond with the deployment of each gigawatt, ensuring tight coordination between financial input and system rollout.
The initial gigawatt phase will be deployed in the latter half of 2026, utilising NVIDIA’s Vera Rubin AI platform. This platform is designed for high-performance AI workloads and represents the cutting edge of NVIDIA’s data centre solutions aligned with OpenAI’s computational demands.
This infrastructure will feature millions of NVIDIA GPUs, forming what OpenAI calls an “AI factory” designed to meet the unprecedented computing requirements of its next-generation AI models .
Strategic Collaboration and Roadmap Co-Optimization
Greg Brockman, co-founder and president of OpenAI, emphasised the depth of the collaboration, noting,
“We’ve been working closely with NVIDIA since the early days of OpenAI. We’re excited to deploy 10 gigawatts of compute with NVIDIA to push back the frontier of intelligence and scale the benefits of this technology to everyone” .
OpenAI designates NVIDIA as its preferred strategic compute and networking partner, with both companies collaborating on co-optimising their respective hardware and software roadmaps. This alignment ensures that OpenAI’s model and infrastructure software will best leverage NVIDIA’s advanced hardware capabilities.
Building the Future Economy of AI
Sam Altman, co-founder and CEO of OpenAI, outlined the critical importance of this infrastructure for future economies:
“Everything starts with compute. Compute infrastructure will be the basis for the economy of the future, and we will utilise what we’re building with NVIDIA to both create new AI breakthroughs and empower people and businesses with them at scale” .
The deployment of this infrastructure is expected to underpin the advancement of AI systems accessible to hundreds of millions of users globally and augment various industries through novel AI-enabled capabilities.
Collaborations Extending Beyond OpenAI and NVIDIA
This partnership complements OpenAI and NVIDIA’s existing collaborations with a wide array of global technology players, including Microsoft, Oracle, SoftBank, and Stargate partners. Together, these entities contribute to developing one of the world’s most advanced and scalable AI infrastructures (NVIDIA News: 2025).
The cooperation between hardware, software, and cloud infrastructure providers illustrates the expansive ecosystem now necessary to support cutting-edge AI development and deployment (CNBC: 2025).
Industry Impact and AI Supercomputing Scale
The scale of this partnership places it among the largest AI infrastructure projects in history. Jensen Huang noted in a CNBC interview that this project essentially amounts to building between four and five million GPUs specifically designed for AI workloads, highlighting its unprecedented scale and potential impact.
This multi-gigawatt data centre investment signals a new chapter in AI supercomputing aimed at enabling the computational intensity required for emerging models pushing towards superintelligence.
First Deployment on Vera Rubin Platform
The Vera Rubin platform is NVIDIA’s newest AI data centre architecture built with efficiency, speed, and scalability, designed to manage complex machine learning workflows at massive scale. The first gigawatt’s deployment on this platform by the second half of 2026 marks a major milestone in operationalising the partnership.
Subsequent gigawatt activations will follow as deployment progresses, scaling up OpenAI’s compute capabilities in line with their development lifecycle and strategic AI goals.
The OpenAI-NVIDIA partnership defines a new era of AI infrastructure investment and collaboration, with NVIDIA putting forward an extraordinary $100 billion commitment linked directly to the deployment of 10 gigawatts of AI compute power. This agreement sets the groundwork for powering next-generation AI breakthroughs and bringing transformative AI technologies to users worldwide.
The combined expertise and strategic integration of OpenAI’s AI research and NVIDIA’s hardware innovation promise to accelerate the frontiers of AI capabilities and establish a foundation for the economy and intelligence of the future.