"Nvidia is preparing one of the largest investments in the history of artificial intelligence, pledging up to $100 billion in funding for OpenAI, the creator of ChatGPT. The deal comes hot on the heels of Nvidia pledging a $5 billion investment into Intel, its one-time rival and former American semiconductor champion. The companies jointly announced they had signed a letter of intent for a strategic partnership to deploy at least 10 gigawatts of NVIDIA systems."
"Nvidia's investment will be progressive and tied to OpenAI's deployment of each gigawatt of new AI infrastructure, with the first gigawatt scheduled to come online in the second half of 2026 using Nvidia's Vera Rubin platform. This rollout aims to address the extraordinary computing demands of OpenAI's forthcoming models, which target advances toward artificial general intelligence. Under the agreement, OpenAI will designate Nvidia as its preferred strategic compute and networking partner for its AI factory expansion."
Nvidia committed up to $100 billion to help build OpenAI's next-generation AI infrastructure, funding data center and power capacity to deploy at least 10 gigawatts of systems. The investment will be progressive and tied to OpenAI's deployment of each gigawatt, with the first gigawatt planned to come online in the second half of 2026 on the Vera Rubin platform. OpenAI will designate Nvidia as its preferred strategic compute and networking partner and both companies will co-optimize hardware and software roadmaps. The rollout targets the computing demands of forthcoming models that aim for advances toward artificial general intelligence and builds on Nvidia's recent $5 billion investment into Intel.
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