Nvidia and OpenAI have formalized a pact to usher in a “new era of intelligence,” backed by a colossal $100 billion investment from Nvidia. This strategic initiative is laser-focused on a singular, ambitious goal: building the computational infrastructure required to develop “super-intelligence,” a level of AI far beyond current capabilities.
The agreement’s core is the plan to deploy an unprecedented 10 gigawatts of Nvidia’s computing systems. This massive hardware foundation will serve as the engine for OpenAI’s most advanced research and development efforts. It represents a shared belief that achieving the next major breakthrough in AI is fundamentally a challenge of scale and computing power.
Jensen Huang, Nvidia’s visionary CEO, framed the deal as the next logical step in a decade-long journey with OpenAI. “This investment and infrastructure partnership mark the next leap forward,” he stated, explicitly linking the 10-gigawatt deployment to the goal of powering this new era. The collaboration is a fusion of Nvidia’s hardware prowess with OpenAI’s algorithmic and software leadership.
The financial arrangement underscores the depth of the partnership. Nvidia will receive equity in OpenAI, becoming a stakeholder in its success. The investment is performance-linked, with the first $10 billion tranche contingent on the first gigawatt of the infrastructure becoming operational. This ensures accountability and a focus on execution.
Set to begin its rollout in the second half of 2026 with Nvidia’s Vera Rubin platform, this project is more than just a data center expansion. It is a purpose-built factory for the future of AI. For OpenAI, it provides the resources to satisfy its massive user base and push the scientific frontier, transforming the abstract quest for super-intelligence into a concrete engineering roadmap.