OpenAI and NVIDIA have signed a letter of intent for a strategic partnership to deploy at least 10 gigawatts of NVIDIA systems to power OpenAI’s next-generation AI models. The deal, announced today, represents one of the largest hardware commitments in AI history, with NVIDIA planning to invest up to $100 billion as the systems come online.
The first phase of this rollout is expected to launch in the second half of 2026 using NVIDIA’s new Vera Rubin platform. OpenAI has chosen NVIDIA as its preferred compute and networking partner, and the two companies will co-develop their hardware and software roadmaps to accelerate OpenAI’s push toward superintelligence.
