OpenAI and NVIDIA partner on at least 10 GW; NVIDIA to invest up to $100 billion

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Partnership to deploy at least 10 GW; NVIDIA to invest up to $100 billion in stages

Why it matters

The starting point of the circular-financing debate

Source — Primary sources first; secondary reports are labelled “Press”

Officialopenai.comhttps://openai.com/index/openai-nvidia-systems-partnership/

Added in Week 35, 2026 · See that week

On the map — ⑬ Compute Economics line

  1. Previous stopH20 sales to China resume, with licenses assured
  2. This recordOpenAI and NVIDIA partner on at least 10 GW; NVIDIA to invest up to $100 billion
  3. Next stopCohere raises an extra $100 million at a $7 billion valuation
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