NVIDIA and OpenAI announce 10-gigawatt partnership with up to $100B investment
NVIDIA and OpenAI signed a letter of intent to deploy at least 10 gigawatts of NVIDIA systems for OpenAI, with NVIDIA intending to invest up to $100 billion progressively as each gigawatt is deployed.
Key facts
- Announced 22 September 2025 (letter of intent)
- At least 10 GW of NVIDIA systems for OpenAI's next-generation infrastructure
- NVIDIA to invest up to $100B progressively
- First gigawatt targeted for the second half of 2026 on the Vera Rubin platform
- Part of a series of 2025 compute deals by OpenAI (Oracle, AMD, Broadcom)
What happened
The two companies announced one of the largest compute commitments in history, measured in gigawatts.
Why it matters
Illustrated the circular financing and energy-scale ambitions of the 2025 AI build-out, fueling 'AI bubble' debates.
Changelog
- 2026-09-29: created
Related events
- Stargate: $500 billion AI infrastructure venture announced ★★★★
- NVIDIA becomes the first chipmaker worth $1 trillion ★★★
Sources (2)
- officialOpenAI and NVIDIA announce strategic partnership (OpenAI)
- officialNVIDIA Newsroom: OpenAI and NVIDIA partnership
id: 2025-09-22-nvidia-openai-partnership · updated 2026-09-29 · open in the interactive timeline