Overview

• The companies signed a non-binding letter of intent to deploy at least 10 gigawatts of Nvidia systems for OpenAI’s next-generation AI infrastructure.
• Nvidia says it intends to invest up to $100 billion progressively as each gigawatt is deployed, with final terms expected in the coming weeks.
• The first 1 gigawatt is targeted for the second half of 2026 on Nvidia’s Vera Rubin platform.
• OpenAI named Nvidia a preferred compute and networking partner, and the firms will co‑optimize model, infrastructure, hardware and software roadmaps alongside work with Microsoft, Oracle, SoftBank and Stargate.
• Media reports say Nvidia may receive OpenAI equity with staged funding beginning around $10 billion at the first gigawatt, a detail not confirmed by the companies.