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OpenAI and NVIDIA Announce $100 Billion Strategic Partnership for AI Infrastructure

Written by: Team Angel OneUpdated on: 23 Sept 2025, 6:42 pm IST
OpenAI and NVIDIA have signed a letter of intent for a landmark collaboration to deploy at least 10 gigawatts of NVIDIA systems.
OpenAI and NVIDIA Announce $100 Billion Strategic Partnership for AI Infrastructure
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In a major boost for the future of artificial intelligence, OpenAI and NVIDIA today unveiled a strategic partnership focused on scaling the infrastructure required to train and operate OpenAI’s next generation of models, as per the news reports. 

The agreement envisions deploying 10 GW of NVIDIA-powered compute systems, backed by a potential $100 billion investment from NVIDIA to cover systems, data centres, and energy requirements.

Details of the Partnership

The deployment will begin in the second half of 2026, starting with the NVIDIA Vera Rubin platform. Under the agreement, NVIDIA will serve as OpenAI’s preferred partner for compute and networking, while both companies will align their hardware and software roadmaps to optimise performance and efficiency for future models.

This collaboration builds on years of joint work between the two companies. From the first DGX supercomputer to the development of ChatGPT, OpenAI has consistently relied on NVIDIA’s platforms to power its innovations.

Leadership Perspectives

As per the news reports, Jensen Huang, founder and CEO of NVIDIA, commented: “NVIDIA and OpenAI have pushed each other for a decade, from the first DGX supercomputer to the breakthrough of ChatGPT. This investment and infrastructure partnership mark the next leap forward — deploying 10 gigawatts to power the next era of intelligence.”

 

Sam Altman, cofounder and CEO of OpenAI, said, “Everything starts with compute. Compute infrastructure will be the basis for the economy of the future, and we will utilise what we’re building with NVIDIA to both create new AI breakthroughs and empower people and businesses with them at scale.”

Broader Ecosystem and Growth

This agreement complements OpenAI’s existing collaborations with Microsoft, Oracle, SoftBank, and Stargate partners, all focused on building cutting-edge AI infrastructure. With over 700 million weekly active users and widespread adoption by enterprises, small businesses, and developers, OpenAI sees this partnership as critical to advancing its mission of creating artificial general intelligence for the benefit of humanity.

 

Read More: Nvidia to Invest $5 Billion in Intel to Boost AI Chip Development!

Conclusion

The OpenAI–NVIDIA partnership represents one of the largest commitments yet to AI infrastructure. By combining OpenAI’s research roadmap with NVIDIA’s hardware leadership, the two companies aim to accelerate progress toward superintelligence and ensure global access to powerful AI systems.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.

Investments in the securities market are subject to market risks, read all the related documents carefully before investing.

Published on: Sep 23, 2025, 1:12 PM IST

Team Angel One

Team Angel One is a group of experienced financial writers that deliver insightful articles on the stock market, IPO, economy, personal finance, commodities and related categories.

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