NVIDIA to invest up to $100 billion in OpenAI

NVIDIA and OpenAI have announced a landmark partnership to build the world’s largest AI infrastructure. OpenAI will deploy at least 10 gigawatts of NVIDIA systems, including the Vera Rubin platform, with NVIDIA committing up to $100B tied to deployments. The initiative, set to start generating tokens in 2026, aims to scale AI training and inference globally, supporting OpenAI’s 700M+ weekly users and advancing agentic, reasoning AI.