Nvidia and OpenAI announced a multiyear deal Monday to deploy at least 10 gigawatts of Nvidia-powered systems for OpenAI’s next-generation AI infrastructure, according to Benzinga. Nvidia pledged to invest up to $100 billion in the rollout, with the first phase expected to begin in the second half of 2026. OpenAI CEO Sam Altman said the buildout is essential to the company’s goals, calling it an “unprecedented infrastructure challenge.” Nvidia CEO Jensen Huang emphasized the project’s scale, noting 10 gigawatts equates to 4 million to 5 million GPUs, about double Nvidia’s 2024 output. Analysts estimate the deal could generate up to $500 billion in revenue for Nvidia. Shares rose 3.93% Monday, ending at $183.61 near 52-week highs, according to Benzinga Pro.
