NVIDIA investing $100B in OpenAI data centers for next-gen AI

OpenAI and NVIDIA have entered a landmark partnership, with NVIDIA committing up to $100 billion to build massive AI data centers that will deploy at least 10 gigawatts of compute power using millions of NVIDIA GPUs. The first gigawatt of this capacity is expected to go live in the second half of 2026 on NVIDIA’s upcoming Vera Rubin platform. NVIDIA CEO Jensen Huang described the collaboration as a “next leap forward” for both companies, highlighting that the 10 gigawatts equate to roughly 4 to 5 million GPUs—double the number shipped by NVIDIA last year. This massive infrastructure investment underscores the deep ties between the two companies and their joint efforts to power the next era of AI intelligence. OpenAI CEO Sam Altman emphasized that compute infrastructure is central to OpenAI’s mission and will form the foundation of the future economy. He noted the challenge of balancing research, product development, and scaling infrastructure, promising significant developments in the coming months. OpenAI cofounder Greg