Nvidia announces strategic partnership with OpenAI, shares climb

Investing.com -- Nvidia (NASDAQ: NVDA) stock rose 1.75% on Monday after the AI chip giant announced a strategic partnership with OpenAI to deploy 10 gigawatts of Nvidia systems for the ChatGPT maker’s next-generation AI infrastructure.

As part of the agreement, Nvidia intends to invest up to $100 billion in OpenAI progressively as each gigawatt is deployed. The first gigawatt of Nvidia systems is scheduled for deployment in the second half of 2026 on the Nvidia Vera Rubin platform.

The partnership aims to support OpenAI’s efforts to train and run its next generation of AI models. OpenAI, which has grown to over 700 million weekly active users, will work with Nvidia as a preferred strategic compute and networking partner for its AI factory growth plans.

"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."

The collaboration will involve co-optimizing roadmaps for OpenAI’s model and infrastructure software alongside Nvidia’s hardware and software. This partnership complements existing collaborations OpenAI and Nvidia have with other tech giants including Microsoft, Oracle, and SoftBank.

The companies expect to finalize the details of the partnership in the coming weeks.

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