History in the making! OpenAI and NVIDIA have announced a landmark strategic partnership to deploy at least 10 gigawatts of NVIDIA systems built on the next-generation Vera Rubin platform, with NVIDIA investing up to $100 billion in this groundbreaking AI infrastructure deployment.
Table of Contents
The $100 Billion AI Infrastructure Revolution
The first gigawatt of NVIDIA systems will be deployed in the second half of 2026 on the NVIDIA Vera Rubin platform, marking what NVIDIA calls “the biggest AI infrastructure deployment in history.” This partnership expands on a relationship that began in 2016 when NVIDIA CEO Jensen Huang hand-delivered the first NVIDIA DGX system to OpenAI’s headquarters.
Partnership Breakdown at a Glance
| Aspect | Details | Timeline | Investment |
|---|---|---|---|
| Infrastructure | 10 gigawatts of NVIDIA systems | 2026-2030+ | $100 billion total |
| First Deployment | 1 gigawatt Vera Rubin systems | H2 2026 | $10 billion |
| Platform | Next-gen Vera Rubin GPUs | Volume production 2026 | Progressive investment |
| Collaboration | Co-optimized roadmaps | Ongoing | Strategic partnership |
What Makes Vera Rubin Revolutionary?
NVIDIA’s Rubin lineup is set to enter volume production by H2 2026, featuring huge improvements over current generations. The platform includes several breakthrough technologies:
Vera Rubin Technical Specifications
- Up to 1TB HBM4 memory and 4-reticle sized GPUs
- Rubin CPX variant with up to 128GB GDDR7 memory and 30 PFLOPs of FP4 compute
- Purpose-built for massive-context processing, enabling AI systems to handle million-token software coding and generative video
Strategic Partnership Beyond Hardware
OpenAI will work with NVIDIA as a preferred strategic compute and networking partner for its AI factory growth plans. The companies will co-optimize their roadmaps for OpenAI’s model and infrastructure software and NVIDIA’s hardware and software.
This collaboration represents more than just hardware deployment – it’s a fundamental alignment of two AI industry leaders to push the boundaries of what’s possible in artificial intelligence training and inference.
Industry Impact and Timeline
NVIDIA is investing $10 billion per gigawatt as each phase deploys, creating the largest AI infrastructure investment in history. All 6 of NVIDIA’s next-gen Vera Rubin AI chips are in final pre-production stages at TSMC, indicating the partnership’s technical foundation is already solidifying.
The deployment schedule positions OpenAI to leverage cutting-edge AI training capabilities precisely when next-generation models demand unprecedented computational resources. This infrastructure will power OpenAI’s most advanced AI systems, potentially revolutionizing everything from coding assistance to generative video creation.
For the broader AI industry, this partnership signals a new scale of infrastructure investment and technological ambition. Other AI companies will need similar massive deployments to remain competitive in the rapidly evolving landscape.
Learn more about NVIDIA’s AI technologies and stay updated on our AI industry coverage and tech investment analysis.
FAQs
When will the first Vera Rubin systems be deployed for OpenAI?
The first gigawatt of NVIDIA Vera Rubin systems will begin deployment in the second half of 2026.
How much is NVIDIA investing in this OpenAI partnership?
NVIDIA plans to invest up to $100 billion progressively, with approximately $10 billion per gigawatt deployed.
