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NVIDIA and OpenAI sign letter of intent for at least 10 GW of NVIDIA systems

NVIDIA

OpenAI and NVIDIA signed a letter of intent for OpenAI to deploy at least 10 gigawatts of NVIDIA systems, with NVIDIA intending to invest up to $100 billion in OpenAI as each gigawatt is deployed. The first gigawatt is targeted for the second half of 2026 on the Vera Rubin platform.

  • Letter of intent for at least 10 gigawatts of NVIDIA systems deployment.
  • NVIDIA to invest up to $100 billion in OpenAI as deployment milestones are met.
  • First gigawatt targeted for second half of 2026 using Vera Rubin platform.
  • Compute infrastructure will be the basis for the future economy, per Sam Altman.
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