On Monday, OpenAI and Nvidia jointly announced a letter of intent for a strategic partnership to deploy at least 10 gigawatts of Nvidia systems for OpenAI AI infrastructure, with Nvidia planning to invest up to $100 billion as the systems roll out. The companies said the first gigawatt of Nvidia systems will come online in the second half of 2026 using Nvidia Vera Rubin platform. Everything starts with compute, said Sam Altman, CEO of OpenAI, in the announcement. Compute infrastructure will be...
