NVIDIA and OpenAI have taken a major step in developing artificial intelligence (AI) infrastructure by signing a strategic partnership agreement worth $100 billion. This collaboration will further strengthen both companies’ market positions and have a significant impact on the future of AI technology.
Under this agreement, OpenAI will build AI data centers equipped with NVIDIA hardware, with a total capacity of at least 10 gigawatts (GW). The initial phase, a one-gigawatt system, is planned to be operational in the second half of 2026 via NVIDIA’s “Vera Rubin” platform. This is a crucial step to meet OpenAI’s growing demand for computing power.
The deal also includes both financial and technological support from NVIDIA to OpenAI. OpenAI will use this large investment directly to purchase NVIDIA’s own products, including chips and data center systems. This means part of the capital spent will return to NVIDIA, making the partnership beneficial for both parties.
This agreement further reinforces NVIDIA’s dominant position in the AI sector. The company maintains its market leadership by supporting the development of advanced AI models like ChatGPT. For OpenAI, it means access to massive computing power, which is critical for developing new, more powerful models.
News of the deal immediately boosted NVIDIA’s stock value. Following the announcement, the company’s shares rose by 3.97%, reflecting investors’ positive view of this strategic collaboration.
This partnership demonstrates that, through joint efforts, these two industry giants will significantly contribute to the future development of AI technology and set new standards in the market.
