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Nvidia and OpenAI Partnership
Nvidia has signed a letter of intent with OpenAI to deliver over 10 gigawatts of AI infrastructure, with an investment of up to $100 billion from Nvidia. This partnership secures OpenAI’s training requirements through 2028 and is set to commence with the Vera Rubin platform in late 2026.
The agreement complements Nvidia’s involvement in the $500 billion Stargate project, providing clear demand visibility for Nvidia’s growth. Additionally, the deal highlights that future AI buildout will depend significantly on power availability, as U.S. data centers are projected to consume up to 12% of the nation’s power by 2028.
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