NVIDIA and OpenAI announce 10-gigawatt partnership with up to $100B investment
Confirmed
Importance: major (4 of 5)The takeaway
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.
Status
- Claim
Confirmed
- Our reporting
- High confidence
- Importance
- Major (4 of 5)
- Last verified
- 29 September 2026
Your AI and this story
- GPT-6 AstraIn its training data
- Claude Opus 5.5In its training data
- Gemini 4 HydrogenIn its training data
- Grok 4.7In its training data
It happened before the cutoffs of all four assistants, so it can be in their training data.
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.
Sources
2 sources from 2 sites. Numbers match the chips in the text.
2 sources: 2 primary
Primary
- OpenAI and NVIDIA announce strategic partnership (OpenAI)openai.com, official
- NVIDIA Newsroom: OpenAI and NVIDIA partnershipnvidianews.nvidia.com, official
Changes
- Filed