Nvidia and OpenAI Launch the World’s Largest AI Compute Project
Nvidia and OpenAI have forged a strategic partnership to deploy at least 10 GW of GPU power—equivalent to millions of GPUs—with up to $100 billion in investment, marking the biggest AI infrastructure effort ever and promising transformative impacts across industries.
On September 23, Nvidia and OpenAI announced a strategic partnership under which OpenAI will deploy at least 10 GW of Nvidia systems, comprising millions of GPUs, while Nvidia will invest up to $100 billion as the compute capacity comes online.
The two companies also plan to launch the first gigawatt‑scale data center built on Nvidia’s Vera Rubin platform in the second half of 2026.
Following the announcement, Nvidia’s share price jumped nearly 4 % to $183.61, pushing its market value to about $4.47 trillion , a record high for the company.
According to Nvidia CEO Jensen Huang, constructing 1 GW of compute power costs roughly $500‑600 billion, with Nvidia’s chips and systems accounting for about $350 billion; thus the 10 GW project represents an investment of roughly $5‑6 trillion and is expected to generate about $3.5 trillion in revenue for Nvidia.
Huang described the collaboration as the "largest compute project in history" and the "largest AI infrastructure project ever," noting that the 10 GW capacity corresponds to 4‑5 million GPUs, matching Nvidia’s projected annual shipments and twice last year’s output.
OpenAI CEO Sam Altman emphasized that this infrastructure is the "fuel" for improving models and increasing revenue, while also enabling AI research that could accelerate cures for cancer and provide free education worldwide.
OpenAI currently serves about 700 million weekly active ChatGPT users, and the new partnership will deliver roughly a billion‑fold increase in compute power compared to the first server Nvidia provided to OpenAI in 2016.
Overall, the Nvidia‑OpenAI alliance injects a powerful boost into global AI investment, accelerating the transition of AI from concept to real‑world applications in healthcare, education, research, and industry.
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