• Nvidia and OpenAI are partnering for an AI infrastructure build-out.
• The chipmaker said it will invest up to $100 billion in OpenAI “to support this deployment.”
• The deal will see the companies build and deploy at least 10 gigawatts of AI datacenters with Nvidia chip systems.

Nvidia and OpenAI are becoming strategic partners, and the chipmaker says it will invest up to $100 billion into the AI company to help it build out AI data centers.

The two tech titans announced a deal on Monday that will see OpenAI build “at least 10 gigawatts” of AI data centers running Nvidia systems.

“Nvidia and OpenAI have pushed each other for a decade, from the first DGX supercomputer to the breakthrough of ChatGPT,” Nvidia CEO Jensen Huang said in a release. “This investment and infrastructure partnership mark the next leap forward—deploying 10 gigawatts to power the next era of intelligence.”

Nvidia’s stock price shot up 4% after the announcement.

According to the companies, the first phase of the partnership is “targeted to come online in the second half of 2026 using NVIDIA’s Vera Rubin platform.” Nvidia’s Rubin’s platform has a new CPU and networking architecture.

“Everything starts with compute,” said OpenAI CEO Sam Altman, who has looked to raise billions in the last year to fund the development of the company’s AI frontier models, such as GPT-5.

“Compute infrastructure will be the basis for the economy of the future, and we will utilize what we’re building with Nvidia to both create new AI breakthroughs and empower people and businesses with them at scale,” Altman said in a statement.

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