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Nvidia Commits Up to $100 Billion to OpenAI for 10‑Gigawatt Global Compute Network

The pact aligns Nvidia hardware with OpenAI’s model roadmap to make compute the central lever for advancing generative AI.

Overview

  • Announced in a joint statement, the plan targets a worldwide data‑center buildout totaling 10 gigawatts to power future OpenAI models.
  • The companies say they will co‑optimize OpenAI’s software and model roadmaps with Nvidia’s hardware and software, integrating ties with Microsoft, Oracle and SoftBank.
  • According to reporting, the first 1‑gigawatt phase is expected in the second half of 2026 on Nvidia’s new Vera Rubin platform, with an initial $10 billion disbursement upon that milestone.
  • Nvidia shares rose about 4% following the news, lifting its market value to nearly $4.5 trillion, according to market data cited in coverage.
  • The buildout envisions deploying millions of Nvidia GPUs across sites worldwide, a scale that raises major power and cooling demands equivalent to roughly 10 large nuclear plants, per the reports.