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Key Facts
OpenAI and Nvidia are collaborating to deploy at least 10 gigawatts of Nvidia systems, with Nvidia planning to invest up to $100 billion in OpenAI over this period. The deployment will begin with the first gigawatt expected in the second half of 2026 using the Vera Rubin platform.
In a separate announcement, Nvidia revealed a new partnership with Intel, including a $5 billion equity investment to co-develop data center and PC products. This partnership enhances Nvidia’s CPU supply flexibility and expands its market presence in AI PCs.
Nvidia reported a 56% year-over-year revenue increase, reaching $46.7 billion in the second quarter of fiscal 2026, with data center revenues also up 56% to $41.1 billion. Looking forward, Nvidia anticipates third-quarter revenues of around $54 billion.
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