OpenAI and NVIDIA forge $100B AI power deal

OpenAI and NVIDIA have unveiled plans for a major partnership to build next-generation AI infrastructure, with NVIDIA committing up to $100 billion to support OpenAI’s push toward superintelligence. The deal, outlined in a letter of intent, will see NVIDIA provide at least 10 gigawatts of computing power, with the first systems expected to be online in late 2026 through its new Vera Rubin platform.

NVIDIA’s CEO Jensen Huang called the agreement the next leap forward in AI, noting the companies’ decade-long collaboration from the early DGX supercomputers to the rise of ChatGPT. OpenAI’s CEO Sam Altman stressed that computing power is now the backbone of the future economy, framing the new investment as vital for both breakthroughs and large-scale access to AI.

OpenAI President Greg Brockman emphasised the scale of the move, saying 10 gigawatts of computing will allow the organisation to expand the frontier of intelligence and make the benefits of AI more widely available. NVIDIA will serve as OpenAI’s preferred partner for compute and networking, with both companies coordinating their hardware and software roadmaps.

The alliance builds on OpenAI’s existing collaborations with companies like Microsoft, Oracle, and SoftBank, which are working with the group to develop advanced AI infrastructure. Together, they are targeting global enterprise adoption while ensuring systems can grow at a pace that matches AI’s rapid evolution.

With over 700 million weekly active users and strong uptake across businesses and developers, OpenAI sees the partnership as central to its mission of creating artificial general intelligence that benefits humanity. Details of the deal are expected to be finalised in the coming weeks.

Would you like to learn more about AI, tech and digital diplomacy? If so, ask our Diplo chatbot!