OpenAI and Nvidia have signed a letter of intent for a $100B partnership that could reshape how AI systems are trained and deployed. The plan calls for at least 10 gigawatts of Nvidia hardware to support OpenAI’s next-generation AI infrastructure, which will train and run future models aimed at superintelligence.

To support the rollout, Nvidia intends to invest up to $100 billion in OpenAI as the systems are deployed. The first phase is scheduled to go live in the second half of 2026, powered by Nvidia’s upcoming Vera Rubin platform.