A New Foundation for Intelligence: OpenAI and Nvidia’s $100 Billion Vision

In a defining moment for the artificial intelligence industry, OpenAI and Nvidia have announced a partnership worth up to $100 billion to build the foundational infrastructure for the next generation of AI. This ambitious plan involves deploying 10 gigawatts of Nvidia systems exclusively for OpenAI’s use, creating a computing behemoth aimed at achieving “super-intelligence.”

The deal is a deep financial and strategic alignment, with Nvidia receiving equity in OpenAI for its commitment. The investment is structured in milestone-based stages, with an initial $10 billion payment triggered by the successful deployment of the first gigawatt of compute power. This ensures that the investment directly translates into operational capacity.

Jensen Huang, Nvidia’s CEO, lauded the agreement as the next major step in a long and fruitful partnership. “Nvidia and OpenAI have pushed each other for a decade,” he said, reflecting on their joint journey from niche supercomputers to global AI platforms. This new investment, he added, is about building the power grid for the coming age of intelligence.

OpenAI’s Sam Altman provided a clear rationale for the enormous scale of the project. “Compute infrastructure will be the basis for the economy of the future,” he stated. For OpenAI, this deal provides the critical resources to move beyond past computing constraints, meet the needs of its massive user base, and fuel the discovery of new AI paradigms.

The project will break ground with Nvidia’s unreleased Vera Rubin platform, with the first phase expected to be operational in the latter half of 2026. This partnership effectively combines OpenAI’s visionary software with Nvidia’s industry-leading hardware, creating a synergistic force designed to accelerate the future of AI for years to come.