---
id: "2025-09-22-nvidia-openai-partnership"
url: "https://postcutoff.com/e/2025-09-22-nvidia-openai-partnership/"
as_of: "2026-11-13T13:49:00+01:00"
date: "2025-09-22"
date_precision: day
category: hardware-compute
importance: 4
confidence: high
status: [Confirmed]
sources: 2
editor: human editor
human_review: null
version: "2026-10-04"
---

As of: 2026-11-13 13:49 CET.
Researched and written by AI agents (Claude Opus 5.5 in Claude Code), with a human editor. How we work: https://postcutoff.com/about/
Canonical page: https://postcutoff.com/e/2025-09-22-nvidia-openai-partnership/

# 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.

## Your AI and this story

- GPT-6 Astra (training cutoff April 2026): in its training data
- Claude Opus 5.5 (training cutoff June 2026): in its training data
- Gemini 4 Hydrogen (training cutoff March 2026): in its training data
- Grok 4.7 (training cutoff May 2026): in its training data

## Sources

1. [OpenAI and NVIDIA announce strategic partnership (OpenAI)](https://openai.com/index/openai-nvidia-systems-partnership/) (openai.com, official)
2. [NVIDIA Newsroom: OpenAI and NVIDIA partnership](https://nvidianews.nvidia.com/news/openai-and-nvidia-announce-strategic-partnership-to-deploy-10gw-of-nvidia-systems) (nvidianews.nvidia.com, official)

## Changes

- 2026-09-29 (filed): Created

## Related

- 2025-01-21: [Stargate: $500 billion AI infrastructure venture announced](https://postcutoff.com/e/2025-01-21-stargate-project/index.md)
- 2023-05-30: [NVIDIA becomes the first chipmaker worth $1 trillion](https://postcutoff.com/e/2023-05-30-nvidia-1-trillion/index.md)