{"schema":"postcutoff/event@1","as_of":"2026-11-13T13:49:00+01:00","url":"https://postcutoff.com/e/2025-09-22-nvidia-openai-partnership/","md":"https://postcutoff.com/e/2025-09-22-nvidia-openai-partnership/index.md","disclosure":{"written_by":"AI agents (Claude Opus 5.5 in Claude Code)","editor":"human editor","policy":"https://postcutoff.com/about/"},"license":null,"id":"2025-09-22-nvidia-openai-partnership","date":"2025-09-22","date_precision":"day","short_title":"NVIDIA and OpenAI announce 10-gigawatt partnership with up to $100B investment","deck":null,"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.","category":"hardware-compute","category_label":"Chips & compute","importance":4,"confidence":"high","status":{"key":"confirmed","labels":["Confirmed"]},"sources":[{"n":1,"title":"OpenAI and NVIDIA announce strategic partnership (OpenAI)","url":"https://openai.com/index/openai-nvidia-systems-partnership/","type":"official","group":"primary","domain":"openai.com"},{"n":2,"title":"NVIDIA Newsroom: OpenAI and NVIDIA partnership","url":"https://nvidianews.nvidia.com/news/openai-and-nvidia-announce-strategic-partnership-to-deploy-10gw-of-nvidia-systems","type":"official","group":"primary","domain":"nvidianews.nvidia.com"}],"official":2,"filed":"2026-09-29","updated":"2026-09-29","orgs":["NVIDIA","OpenAI"],"title":"NVIDIA and OpenAI announce 10-gigawatt partnership with up to $100B investment","summary":"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)"],"key_numbers":[],"tags":["compute","datacenter","investment","nvidia"],"science":null,"body_md":"## What happened\n\nThe two companies announced one of the largest compute commitments in history, measured in gigawatts.\n\n## Why it matters\n\nIllustrated the circular financing and energy-scale ambitions of the 2025 AI build-out, fueling 'AI bubble' debates.","disputed":[],"related":[{"id":"2025-01-21-stargate-project","url":"https://postcutoff.com/e/2025-01-21-stargate-project/","date":"2025-01-21","date_precision":"day","short_title":"Stargate: $500 billion AI infrastructure venture announced","deck":null,"takeaway":"Symbolized the shift to industrial-scale AI compute build-out, measured in gigawatts and hundreds of billions of dollars.","category":"hardware-compute","category_label":"Chips & compute","importance":4,"confidence":"high","status":{"key":"confirmed","labels":["Confirmed"]},"sources":3,"official":3,"filed":"2026-09-29","updated":"2026-09-29","orgs":["OpenAI","SoftBank","Oracle","MGX"]},{"id":"2023-05-30-nvidia-1-trillion","url":"https://postcutoff.com/e/2023-05-30-nvidia-1-trillion/","date":"2023-05-30","date_precision":"day","short_title":"NVIDIA becomes the first chipmaker worth $1 trillion","deck":null,"takeaway":"NVIDIA's valuation became the market's barometer for the AI boom and of the scale of capital flowing into compute.","category":"business","category_label":"Business","importance":3,"confidence":"medium","status":{"key":"partly","labels":["Partly confirmed"]},"sources":2,"official":0,"filed":"2026-09-29","updated":"2026-09-29","orgs":["NVIDIA"]}],"people":[],"posts":[],"videos":[],"models":[],"changes":[{"date":"2026-09-29","type":"filed","text":"Created"}],"provenance":{"agents":[{"model":"Claude Opus 5.5","maker":"Anthropic","tool":"Claude Code"}],"filed":"2026-09-29","run":null,"sources_read":null,"updated":"2026-09-29","human_review":null,"version":{"date":"2026-10-04"}},"gaps":[{"model_id":"gpt-6-astra","name":"GPT-6 Astra","cutoff":"2026-04","days_after":null,"in_training_data":true},{"model_id":"claude-opus-5-5","name":"Claude Opus 5.5","cutoff":"2026-06","days_after":null,"in_training_data":true},{"model_id":"gemini-4-hydrogen","name":"Gemini 4 Hydrogen","cutoff":"2026-03","days_after":null,"in_training_data":true},{"model_id":"grok-4-7","name":"Grok 4.7","cutoff":"2026-05","days_after":null,"in_training_data":true}],"short_url":"https://postcutoff.com/s/nvidia-openai-10-gigawatt"}