Compute · Chip Supply · Strategic Investment · Announced
OpenAI and NVIDIA systems partnership (letter of intent)
OpenAI and NVIDIA announced a letter of intent to deploy at least 10 gigawatts of NVIDIA systems for OpenAI. NVIDIA said it intends to invest up to $100 billion in OpenAI as the systems are deployed.
- NVIDIA intended investment
- up to $100B
- Announced · OpenAI
- NVIDIA systems to deploy
- ≥10 GW
- OpenAI
Amounts
Each number with its type, status and the sentence it comes from
| Amount | Value | Status | Source |
|---|---|---|---|
NVIDIA intended investmentInvestment commitment · NVIDIA → OpenAICondition: Invested progressively as each gigawatt is deployed; letter of intent, final details still to be agreed“To support the partnership, NVIDIA intends to invest up to $100 billion in OpenAI progressively as each gigawatt is deployed.” | up to $100B | Announced | OpenAI ↗ |
Capacity and counts
| Measure | Value | Source |
|---|---|---|
NVIDIA systems to deploy“Strategic partnership enables OpenAI to build and deploy at least 10 gigawatts of AI datacenters with NVIDIA systems representing millions of GPUs for OpenAI's next-generation AI infrastructure.” | ≥10 GW | OpenAI ↗ |
Participants
Roles as the source names them
| Organization | Role | Type | Note |
|---|---|---|---|
| OpenAI | Buyer, Issuer | AI lab | — |
| NVIDIA | Provider, Strategic | Chips | — |
Key terms
- Letter of intent
- The two companies announced a letter of intent, not a final agreement. OpenAI ↗
“San Francisco and Santa Clara—September 22, 2025—NVIDIA and OpenAI today announced a letter of intent for a landmark strategic partnership to deploy at least 10 gigawatts of NVIDIA systems for OpenAI's next-generation AI infrastructure to train and run its next generation of models on the path to deploying superintelligence.”
- First deployment
- The first gigawatt is planned for the second half of 2026 on NVIDIA's Vera Rubin platform. OpenAI ↗
“The first gigawatt of NVIDIA systems will be deployed in the second half of 2026 on NVIDIA's Vera Rubin platform.”
- Next step
- NVIDIA and OpenAI said they would finalize the details in the following weeks. OpenAI ↗
“NVIDIA and OpenAI look forward to finalizing the details of this new phase of strategic partnership in the coming weeks.”
- Preferred partner
- OpenAI will work with NVIDIA as a preferred strategic compute and networking partner. OpenAI ↗
“OpenAI will work with NVIDIA as a preferred strategic compute and networking partner for its AI factory growth plans.”
Sources
- OpenAI, “OpenAI and NVIDIA announce strategic partnership to deploy 10 gigawatts of NVIDIA systems”, Sep 22, 2025 · retrieved Oct 21, 2026
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