On 2025-09-22, the two companies announced a strategic partnership to build next-generation AI infrastructure. OpenAI will position NVIDIA as its preferred strategic compute and networking partner for the training and execution of its next-generation models.
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OpenAI and NVIDIA Agree to Strategic Partnership for Deployment of 10GW NVIDIA Systems
This article is a translation. Read the Japanese original
NVIDIA has expressed its intent to invest up to $100 billion in OpenAI to support deployments, including data centers and power capacity. This investment is expected to take place as the new NVIDIA systems are deployed.
The initial phase aims to begin operations in late 2026 using NVIDIA's Vera Rubin platform. Both companies will jointly optimize the roadmaps for OpenAI's model and infrastructure software and NVIDIA's hardware and software.
Jensen Huang, CEO of NVIDIA, said that the two companies have pushed each other forward over the past decade and stated that this partnership will be the next leap forward. Sam Altman, CEO of OpenAI, expressed the view that compute infrastructure will become the foundation of the future economy.
This partnership complements existing collaborations with Microsoft, Oracle, and SoftBank. The two companies plan to finalize the details of the partnership in the coming weeks.
Source: OpenAI and Nvidia announce partnership to deploy 10GW of Nvidia systems（HN 473pt・632コメント） (HN Search (backfill), 2025-09-23)