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Nvidia Pledges to Invest Up to $100 Billion in OpenAI to Build 10GW Datacenter

By  Chauncey Lee  Sep 26, 2025, 3:53 a.m. ET

Nvidia Pledges to Invest Up to $100 Billion in OpenAI to Build 10GW Datacenter

Nvidia and OpenAI announced they agreed a letter of intent on a strategic partnership to deploy at least 10 gigawatts (GW) of Nvidia systems for OpenAI’s next-generation AI infrastructure to train and run its next generation of models on the path to deploying superintelligence, a hypothetical AI system that exceeds the powers of the human brain. A GW, equal to one bilion watts, is a measure of power that is increasingly being used to describe the biggest clusters of AI chips.

To support the planned deployment including data center and power capacity, Nvidia made its largest-ever spend commitment. It intends to invest up to $100 billion in OpenAI as the new Nvidia systems are deployed. The first phase is targeted to come online in the second half of 2026 using the Nvidia Vera Rubin platform. Vera Rubin is a combination of Rubin GPU, the successor to Nvidia’s latest advanced Blackwell graphic processing unit, and Vera CPU, Nvidia’s first custom central processor unit.

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

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