openai and nvidia team up for massive ai infrastructure project
San Francisco, Monday, 22 September 2025.
openai and nvidia are joining forces to build ai datacenters. the project will involve an investment of up to $100 billion from nvidia. the goal is to deploy at least 10 gigawatts of nvidia systems. this infrastructure will support openai’s next-generation ai models, with the first phase launching in 2026. this collaboration aims to provide the immense computational power needed for groundbreaking ai research and applications. the partnership underscores the critical role of advanced hardware in pushing the boundaries of artificial intelligence.
nvidia’s strategic investment
NVIDIA’s investment of up to $100 billion will be distributed incrementally as each gigawatt of AI infrastructure is deployed [1][2]. This phased approach allows NVIDIA to align its financial commitment with the tangible progress of the project [1]. The initial phase, featuring the first gigawatt of NVIDIA systems, is slated for deployment in the second half of 2026 utilizing NVIDIA’s Vera Rubin platform [1][2]. This platform is designed to provide the computational horsepower necessary for OpenAI’s next-generation AI models, highlighting NVIDIA’s focus on providing cutting-edge technology [1].
vera rubin platform details
The NVIDIA Vera Rubin platform is at the heart of this AI infrastructure initiative [1][3]. This platform combines Rubin GPUs, Vera CPUs, HBM4 high-bandwidth memory, and NVLink 6 network [3]. Each node on this platform will deliver FP4 performance reaching 50 PFLOPS [3]. NVIDIA envisions these datacenters as ‘AI factories’ capable of scaling from megawatts to gigawatts, supported by advanced power and cooling systems [3]. This infrastructure is expected to provide long-term computing capabilities for both training and inference of large AI models [3].
market impact and nvda stock
News of this partnership boosted NVIDIA’s stock during trading, with shares reaching $183 and elevating the company’s market capitalization to $4.45 trillion [3]. This collaboration strengthens NVIDIA’s position as a key enabler in the AI infrastructure landscape [1][2]. Jensen Huang, NVIDIA’s CEO, emphasized that this investment and infrastructure partnership represents a significant leap forward, deploying 10 gigawatts to drive the next era of intelligence [1][2]. The partnership is anticipated to drive substantial demand for NVIDIA’s GPUs and networking solutions [GPT].
industry perspectives
Sam Altman, OpenAI’s CEO, stated that compute infrastructure will form the foundation of the future economy [1][2]. He added that the collaboration with NVIDIA will be instrumental in achieving new AI breakthroughs and empowering individuals and businesses at scale [1][2]. Greg Brockman, OpenAI’s president, noted the long-standing collaboration between the two companies, stating that OpenAI has utilized NVIDIA’s platform to create AI systems used daily by hundreds of millions of people [1][2]. He expressed enthusiasm for deploying 10 gigawatts of compute with NVIDIA to advance the frontier of intelligence [1][2].
broader strategic implications
Beyond the immediate financial impact, the partnership signifies a deeper alignment between NVIDIA and OpenAI [3]. OpenAI will designate NVIDIA as its preferred strategic compute and networking partner for its AI factory expansion plans [1][2]. The two companies will jointly optimize their roadmaps for OpenAI’s model and infrastructure software alongside NVIDIA’s hardware and software [1][2]. This collaboration complements existing partnerships with companies like Microsoft, Oracle, and SoftBank, all focused on building advanced AI infrastructure [1][2]. The collaboration also extends globally, with projects like Stargate UK aiming to establish sovereign compute networks [3].