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ZDNET's key takeaways
This deal seals an NVIDIA and OpenAI partnership for years.
This deal is bigger than all of NVIDIA's other AI deals combined.
All other AI software companies must be concerned.
Nvidia's partnership with OpenAI to deploy at least 10 gigawatts of Nvidia systems in the next few years is a jaw-dropper. Backing this massive investment in OpenAI's data centers is a staggering $100 billion from Nvidia as the new facilities come online.
(Disclosure: Ziff Davis, ZDNET's parent company, filed an April 2025 lawsuit against OpenAI, alleging it infringed Ziff Davis copyrights in training and operating its AI systems.)
The collaboration, formalized through a letter of intent, marks the most significant single infrastructure commitment we've ever seen in the rapidly growing AI industry.
"This is the biggest AI infrastructure project in history," said Nvidia founder and CEO Jensen Huang in a blog post. "This partnership is about building an AI infrastructure that enables AI to go from the labs into the world."
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