OpenAI And NVIDIA Launch $100B Partnership To Power AI Superintelligence

OpenAI and NVIDIA have signed a letter of intent for what may just be the largest single investment in AI compute infrastructure to date: a plan to deploy at least 10 gigawatts of NVIDIA systems dedicated to training and running OpenAI's future models. The partnership represents not just money, but a roadmap that ties OpenAI's quest for artificial general intelligence—and eventually "superintelligence"—directly to NVIDIA's hardware cadence.

Under the deal, NVIDIA will invest up to $100 billion into OpenAI, phased in alongside each gigawatt of compute that comes online. The first wave is scheduled for the second half of 2026, running on the Vera Rubin platform, NVIDIA's successor to the Blackwell line of GPUs. Rubin systems, particularly the NVL144 CPX rack configuration, are designed for massive-context inference workloads, with specialized GPUs for long-sequence reasoning.

For OpenAI, the partnership guarantees early access to Rubin, and potentially ...