Overview

• OpenAI and NVIDIA announced a strategic partnership to build at least 10GW of AI data‑center capacity on NVIDIA systems.
• NVIDIA pledged up to $100 billion in progressive funding tied to each gigawatt that comes online.
• The first deployment phase is targeted for the second half of 2026 on NVIDIA’s Rubin platform.
• NVIDIA estimates 10GW equals roughly 4–5 million GPUs, comparable to its full‑year shipments and about twice last year’s output.
• Sam Altman said new compute‑intensive products will roll out in the coming weeks with some features initially restricted to Pro subscribers and possible additional charges, as reports highlight OpenAI’s heavy rented‑compute spending and multi‑year backup capacity plans.