OpenAI NewsSep 22, 2025, 16:45 UTC+8

OpenAI and NVIDIA announce strategic partnership to deploy 10 gigawatts of NVIDIA systems

OpenAI and NVIDIA signed a letter of intent to deploy at least 10 gigawatts of NVIDIA systems for OpenAI’s next-generation AI infrastructure. NVIDIA plans to invest up to $100 billion into OpenAI as each gigawatt is deployed, and the first 1 GW phase is targeted for H2 2026 on the Vera Rubin platform. The key detail is execution: this is still an LOI, and final terms are not yet closed.

Why it matters: Strong HKR-H/K/R: the official post discloses 10 GW, millions of GPUs, up to $100B intended investment, and a first 1 GW phase in H2 2026 on Vera Rubin. It is still a letter of intent, not a signed final deal, so it stays below the 95+ band; the scale still makes it p1.

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Take

OpenAI is dragging model competition back to power contracts and balance sheets. A 10 GW NVIDIA buildout is not a normal chip deal; it pre-allocates future training and inference capacity to one vendor. The hard hook is huge: NVIDIA intends to invest up to $100B, staged as each gigawatt is deployed, with the first 1 GW on Vera Rubin targeted for H2 2026. But the document is still a letter of intent, not a closed deployment contract.

The Microsoft placement is the tell. The article lists Microsoft beside Oracle, SoftBank, and Stargate partners, instead of framing Azure as the sole compute spine. OpenAI is moving from cloud dependency to capital-plus-supply binding with NVIDIA. That is powerful and fragile at the same time: power, sites, networking, and financing all have to land on schedule, or the $100B reads like Jensen writing Sam an option, not a receipt.

Source: OpenAI News · openai.com
Published: Sep 22, 2025, 16:45 UTC+8 · Sep 22, 2025