Overview

• OpenAI plans to deploy at least 10 gigawatts of Nvidia systems for next‑generation AI data centers, anchored by the forthcoming Vera Rubin platform.
• Nvidia will supply millions of processors and serve as OpenAI’s preferred partner for compute and networking under the strategic alliance.
• The companies expect to finalize definitive agreements in the coming weeks, with the first phase targeted to go live in the second half of 2026.
• Nvidia shares rose roughly 3% intraday after the announcement, adding about $150 billion in market value, according to market reports.
• The deal follows Nvidia’s recent $5 billion stake in Intel and complements OpenAI’s existing relationships with Microsoft, Oracle, SoftBank and Stargate.