AI research and development company OpenAI and Santa Clara-based chipmaker NVIDIA have announced a partnership to develop large-scale AI infrastructure. The collaboration will focus on deploying at least 10 gigawatts of NVIDIA-powered systems to support the training and operation of OpenAI’s future models, including efforts toward artificial superintelligence.
According to a joint announcement on Monday, NVIDIA plans to invest up to $100 billion in OpenAI, with the first phase of deployment expected to go online in the second half of 2026, using NVIDIA’s Vera Rubin platform. Following the news, NVIDIA’s stock rose approximately 4 percent, according to Yahoo Finance.
OpenAI’s Sam Altman and Greg Brockman said in a statement that computing infrastructure will be a key foundation of the future economy, and that this collaboration will help scale access to its benefits.
NVIDIA will act as a preferred partner for OpenAI’s compute and networking needs as it expands its AI factory operations. The two companies also plan to coordinate their hardware and software roadmaps to align NVIDIA’s systems with OpenAI’s evolving models and infrastructure.
The partnership builds on existing collaborations both companies have with Microsoft, Oracle, SoftBank and others, and it represents the latest in a series of major AI and computing deals. Last week, NVIDIA announced a $5 billion investment in Intel as part of a data center and PC product collaboration. OpenAI, which is working to transition its for-profit arm into a public benefit corporation, also recently signed a $300 billion cloud deal with Oracle to support its Stargate data center initiative.
