OpenAI and Nvidia signed a letter of intent for a sweeping infrastructure pact that would deploy at least 10 gigawatts of Nvidia systems—representing millions of GPUs—to power OpenAI’s next-generation AI models. Nvidia plans to invest up to $100 billion in OpenAI, tied to deployment milestones as each gigawatt of capacity comes online, with the first tranche slated for the second half of 2026 on the new Vera Rubin platform. The companies will coordinate hardware and software roadmaps as OpenAI designates Nvidia a preferred compute and networking partner, supplementing relationships with Microsoft, Oracle, SoftBank and other collaborators. The move underscores intensifying competition to secure compute and power for AI development as usage surges, with OpenAI citing broad consumer and enterprise adoption. The announcement remains subject to final terms and carries the customary risks flagged by Nvidia in forward-looking statements.
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