NVIDIAs Strategic $100B Partnership with OpenAI Signals Expansion Potential
about 1 month ago
SPEAKER_03 / SPEAKER_01
"NVIDIA and OpenAI announced a strategic partnership. They're going to deploy 10 gigawatts of NVIDIA systems, with NVIDIA intending to invest up to 100 billion dollars progressively as each gigawatt is developed. The first gigawatt is set for deployment in the second half of 2026, aiming to close the gap against competitors and build a robust compute infrastructure for next-generation AI applications and self-driving technologies."
The podcast details a landmark strategic partnership between NVIDIA and OpenAI, where NVIDIA commits to a progressive investment up to $100B as it scales its compute capacity. The deal, with plans to deploy 10 gigawatts of GPU systems (with the first gigawatt coming online by the latter half of 2026), is portrayed as a significant competitive move against rivals like Microsoft and positions NVIDIA to benefit from increased demand in AI and self-driving technologies.
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Episode Information
Episode:
Jason’s H-1B pitch, the latest on the TikTok deal, and Howie’s first ad | E2182
Source:This Week in Startups
Published:
September 23, 2025
Idea Type:
Company Opinion