Overview

• Multiple unnamed sources say Jensen Huang and Sam Altman finalized the cooperation on Monday after emergency talks, late‑night calls and last‑minute contract edits.
• Reports describe roughly $100 billion delivered in $10 billion tranches, with Nvidia supplying advanced processors as a new series of data centers comes online.
• OpenAI notified major shareholder and core cloud provider Microsoft only a day before signing, though Huang had told Satya Nadella in June that Nvidia was pursuing cooperation.
• Oracle has officially disclosed that OpenAI plans to purchase $300 billion of compute over five years starting in 2027, and OpenAI’s team also met SoftBank in Tokyo about broader financing and manufacturing support.
• One outlet reports the plan envisions at least 10 gigawatts of AI data centers powered by millions of Nvidia GPUs, while key terms of the Nvidia–OpenAI arrangement remain unconfirmed by the companies.