NVIDIA and OpenAI have unveiled what they call the biggest AI infrastructure deployment in history, a partnership designed to dramatically scale OpenAI’s computing capacity and accelerate the development of next-generation artificial intelligence systems.
The announcement was made in a joint CNBC interview featuring NVIDIA CEO Jensen Huang, OpenAI CEO Sam Altman, and OpenAI President Greg Brockman. Huang described the initiative as a landmark effort to take AI “from the labs into the world,” underscoring the scale and ambition of the project.
As part of the deal, OpenAI will deploy at least 10 gigawatts of NVIDIA systems, powered by the company’s Vera Rubin platform, to build out its new AI infrastructure. NVIDIA plans to progressively invest up to $100 billion in OpenAI as each gigawatt of capacity comes online. The deployment will be powered by millions of NVIDIA GPUs, forming what Huang called “million-GPU AI factories.”
Altman said the partnership is critical to supporting the growing demands of AI training and inference. “There’s no partner but NVIDIA that can do this at this kind of scale, at this kind of speed,” he noted, adding that the expanded infrastructure will fuel OpenAI’s push into agentic AI, reasoning capabilities, multimodal data, and longer context models.
Since the launch of ChatGPT in 2022 which became the fastest app in history to hit 100 million users OpenAI has scaled to more than 700 million weekly active users. To sustain this momentum, Altman stressed the need for unprecedented computing resources. Without them, he said, society could face difficult trade-offs between high-impact applications, such as medical research or global education. “No one wants to make that choice,” Altman said. “The answer is just much more capacity.”
The first gigawatt of NVIDIA systems is expected to go live in the second half of 2026, producing what Brockman described as “a billion times more computational power” than the company’s initial NVIDIA DGX server, hand-delivered by Huang to OpenAI’s San Francisco office in 2016.
“This is just the beginning,” Huang emphasized. “We’re literally going to connect intelligence to every application, every use case, every device. The first 10 gigawatts is just the start.”
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