OpenAI and Nvidia are embarking on a visionary quest to build the future of intelligence, backed by a monumental $100 billion investment. Their plan is to construct a 10-gigawatt “AI factory,” an ecosystem designed not just to meet current demand, but to unlock breakthroughs that are impossible in today’s resource-constrained world. This partnership signals a fundamental shift from an era of computational scarcity to one of abundance.
The concept of an “AI factory” goes beyond simply adding more servers. It represents a new paradigm for AI development—a dedicated, vertically integrated infrastructure where pioneering models can be designed, trained, and scaled without the bottlenecks of the past. Powered by Nvidia’s next-generation Vera Rubin platform, this facility will be the most advanced AI research and development center on the planet.
This ambitious project is the materialization of OpenAI CEO Sam Altman’s long-stated philosophy. “Everything starts with compute,” he reiterated, framing the deal as the foundational step toward creating “new AI breakthroughs.” By securing this immense capacity, OpenAI is positioning itself to tackle grand challenges in AI that were previously out of reach, potentially accelerating the timeline for developing more sophisticated and generalizable AI systems.
Nvidia CEO Jensen Huang shares this forward-looking perspective, describing the 10-gigawatt project as the “next leap forward” for the entire field. He sees this investment not as a mere financial transaction, but as a necessary catalyst for the next stage of innovation, providing the raw power required for AI to evolve in complexity and capability.
With the first phase expected to be operational by the second half of 2026, this partnership is a bold declaration about the future. It is a bet that with near-limitless computing power, the true potential of artificial intelligence can finally be unleashed, setting a new standard for what is possible and redefining the frontiers of technology.