Nvidia Commits $100B to Power OpenAI’s Next-Gen AI Systems

Nvidia has unveiled a $100 billion partnership with OpenAI to deploy at least 10 gigawatts of advanced AI systems, starting in 2026 with its Vera Rubin platform. The deal makes Nvidia OpenAI’s preferred compute and networking partner, ensuring deep hardware–software integration to power next-generation models for over 700 million users. Each gigawatt deployment unlocks staged investments, underscoring Nvidia’s role at the forefront of AI infrastructure. Shares rose 3.6% following the announcement, while analysts see the collaboration pushing OpenAI’s valuation toward $500 billion and reshaping the global AI compute race.