NVIDIA × OpenAI 10 GW AI infrastructure partnership

NVIDIA + OpenAI

Primary sourcePress release only2025-09-22

Deal structureStrategic compute infrastructure partnership / investment intent

GeographyUnited States + global

Infrastructure layersChips + data centers + networking

Disclosed scaleAt least 10 GW of NVIDIA systems; NVIDIA indicated intent to invest up to $100B as systems deploy

Why it matters

The strategic read

Defines one of the largest public GPU demand signals in the AI buildout and connects frontier-model scaling directly to data-center power, networking, and financing needs.

Source-supported terms

What was disclosed

01
The parties announced a strategic partnership to deploy at least 10 GW of NVIDIA systems for OpenAI AI infrastructure.
02
NVIDIA stated an intent to invest up to $100B in OpenAI as each GW is deployed.
03
The first GW was targeted for deployment in the second half of 2026 on NVIDIA Vera Rubin systems.

Disclosure boundary

What is known—and what is not

Strategic announcement; definitive deployment and investment documents not fully public.