A new technology deal has just sealed a new chapter in the global race for artificial intelligence. OpenAI and Nvidia announced the deployment of a 10-gigawatt AI system, representing an impressive scale that promises to transform how we use and understand technology. This investment, which could reach US$100 billion, marks a major technical breakthrough and a strategic move with a direct impact on the digital future. This agreement is expected to drive the creation of new generations of AI models, bringing artificial intelligence even closer to the daily lives of millions of people.
A Game-changing partnership between Open AI and Nvidia
The partnership between Nvidia is expected to progressively invest up to US$100 billion, all of this as each gigawatt is deployed. This figure already demonstrates the company’s confidence in and commitment to the future of artificial intelligence, and especially OpenAI’s central role in this scenario. Jensen Huang, CEO of Nvidia, called the agreement a “leap into the next era of intelligence.”
For Sam Altman of OpenAI, the data centers that will be created are crucial technical structures that will serve as the foundation of a future economy increasingly based on artificial intelligence. This means that this investment aims to go beyond creating models, but also pave the way for companies, governments, and ordinary people to access increasingly technological tools in an affordable manner.
OpenIA co-founder Greg Brockman shares this same view, highlighting the company’s long-standing partnership with Nvidia, dating back to the first DGX supercomputers, as well as more recently, the creation of ChatGPT. Now, the company’s goal is to expand the scale of this project in an unprecedented way and bring the benefits of this technology to everyone around the world.
What are the impacts of this partnership beyond technology?
This initiative, due to its scale, ends up generating debates about energy impact, sustainability, and even digital security issues. This is mainly because 10 gigawatts of capacity is equivalent to the energy consumption of entire cities. Mitigating this impact will be a major challenge, and the companies involved have already ensured that they will work side by side to optimize efficiency and integration between hardware and software.
This partnership complements the efforts of other companies already underway, such as Microsoft, Oracle, and SoftBank, which operate in a global collaboration network focused primarily on building the world’s most advanced AI infrastructure. The companies are working to ensure that development is not restricted to laboratories but generates concrete applications in sectors such as healthcare, education, science, and business.
What will the path to 2026 look like?
The plans for the new project are indeed grand, but the timeline shows that this technological transformation will not be rapid, but rather will occur in phases. The first gigawatt will be deployed in 2026, on the Vera Rubin platform, and it will serve as a pilot project, a benchmark for the rest of the expansion. This model, when scaled, will allow for further adjustments, in addition to reducing technical and financial risks.
What to expect in the short term
In the coming months, we can expect OpenAI and Nvidia to begin disclosing more details about their agreement, aligning their own timeline jointly. Initial results are expected to appear in tests with new AI models. For the public, the change can be seen in smarter, more accessible, and more present-day products.
This project signals a structural shift in the direction of technology, with the potential to redefine entire sectors of the economy, offering an opportunity for companies to expand their leadership, and accelerating the arrival of an era in which AI will be as ubiquitous as electricity. For ordinary users, it may seem distant, but its effects will soon be felt in the tools we use every day.