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OpenAI has signed a letter of intent with Nvidia to deploy at least 10 gigawatts of the company's systems in its data centers.
At the same time, Nvidia will invest up to $100 billion in OpenAI as the new systems are deployed.
The first phase under the arrangement is expected to come online in the second half of 2026 using the Nvidia Vera Rubin platform.
Letters of intent are generally not legally binding./“Nvidia and OpenAI have pushed each other for a decade, from the first DGX supercomputer to the breakthrough of ChatGPT,” said Jensen Huang, founder and CEO of Nvidia.
“This investment and infrastructure partnership mark the next leap forward — deploying 10 gigawatts to power the next era of intelligence.”
Sam Altman, cofounder and CEO of OpenAI, added: “Everything starts with compute. Compute infrastructure will be the basis for the economy of the future, and we will utilize what we’re building with Nvidia to both create new AI breakthroughs and empower people and businesses with them at scale.”
OpenAI said that it will work with Nvidia as a preferred strategic compute and networking partner for its AI factory growth plans. The two companies will work together to co-optimize their roadmaps for OpenAI’s model and infrastructure software and Nvidia's hardware and software.
The deal comes despite the fact that OpenAI is developing its own AI chips internally, with mass production expected as soon as next year. It also uses Google's TPUs and AMD's GPUs.
The company is expected to spend some $350 billion on cloud services (as well as an additional $100bn for backup capacity), primarily on Oracle, but also across Microsoft and Google.
Some of the Oracle contracts are under its Stargate joint venture, but OpenAI also plans to build its own AI data centers within Stargate.
Source: datacenterdynamics
