NVIDIA and OpenAI have announced a historic $100 billion partnership to build over 10 gigawatts of AI infrastructure. This project is three times larger than the original Manhattan Project and could fuel a $2 trillion wave of global AI data-center spending. The deal is structured as a hardware-software alliance between the two leaders in their domains.
OpenAI will handle the model and infrastructure software, while NVIDIA will provide the systems, including GPUs, networking, and its expanding software ecosystem. The first wave of this infrastructure is expected to go live in the second half of 2026, powered by NVIDIA’s new Vera Rubin platform. Jensen Huang, founder and CEO of NVIDIA, said, “NVIDIA and OpenAI have pushed each other for a decade, from the first DGX supercomputer to the breakthrough of ChatGPT.
This investment and infrastructure partnership mark the next leap forward by deploying 10 gigawatts to power the next era of intelligence.”
Sam Altman, co-founder and CEO of OpenAI, emphasized the importance of computing infrastructure in the future economy. “Compute infrastructure will be the basis for the economy of the future, and we will utilize what we’re building with NVIDIA to create new AI breakthroughs and empower people and businesses with them at scale,” he stated.
Historic Nvidia-OpenAI alliance announced
This partnership isn’t just a win for NVIDIA and OpenAI – it’s a win for the entire AI industry. OpenAI recently expanded its cloud compute deal with CoreWeave by $6.5 billion, bringing the total to $22.4 billion. Additionally, Qatar Investment Authority and Blue Owl Capital announced plans to build $3 billion worth of AI data centers.
The companies set to benefit from this investment wave include NVIDIA, Broadcom, Oracle, Taiwan Semiconductor, Arista Networks, SanDisk, CoreWeave, and Super Micro Systems. These companies are positioned at the epicenter of a $2 trillion investment wave, and all are considered strong buys. The trend is clear: trillions of dollars are flowing into AI infrastructure, and the companies best positioned to capture this spend are poised for significant growth.
For investors, the move is simple: buy the leaders, focus on infrastructure plays, and seize opportunities during market dips. This massive buildout doesn’t end with data centers. The same forces driving trillions into AI infrastructure will ignite the robotics revolution, where intelligent machines will move beyond the cloud and into the physical world.
