Nvidia Commits Up to $100 Billion to Power OpenAI's 10-Gigawatt AI Infrastructure by H2 2026

Nvidia is set to invest up to $100 billion in OpenAI, forging a landmark strategic partnership aimed at deploying at least 10 gigawatts of AI data center capacity for OpenAI's next-generation AI infrastructure. The ambitious project, which Nvidia CEO Jensen Huang equates to powering between 4 million and 5 million graphics processing units (GPUs), is expected to see its first phase come online in the second half of 2026, leveraging Nvidia's advanced Vera Rubin platform. This collaboration underscores the escalating demand for computational power in the race for artificial intelligence advancement.

The investment will be deployed progressively as each gigawatt of capacity is built, with Nvidia becoming a preferred supplier of chips and networking gear for OpenAI. This monumental undertaking is a cornerstone of OpenAI's broader "Stargate Project," a multi-billion-dollar initiative to establish hyperscale AI data centers globally. OpenAI CEO Sam Altman emphasized the critical role of compute infrastructure, stating, "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."

The 10-gigawatt infrastructure represents an unprecedented scale for a single AI platform, far exceeding current supercomputer capacities. This massive build-out is designed to meet the insatiable compute hunger of frontier AI models, enabling OpenAI to pursue extended reasoning and experimentation that smaller competitors cannot match. The partnership also complements OpenAI's existing collaborations with Microsoft, Oracle, and SoftBank on the Stargate project, which aims to invest $500 billion into 10 gigawatts of U.S.-based AI infrastructure over four years.

Nvidia's substantial commitment highlights its dominant position in the AI chip market and its strategic vision for future AI development. The Vera Rubin platform, expected to be at the core of the initial deployment, signifies the cutting edge of AI hardware. This alliance is poised to accelerate the development of advanced AI models and reinforce the intimate link between OpenAI's software innovations and Nvidia's hardware prowess, further solidifying their leadership in the global AI landscape.