OpenAI isn't stopping in the race of AI compute at all, as the firm has entered into a major partnership with NVIDIA, investing $100 billion into 'multi-GW' projects.
NVIDIA Expected To Sell Vera Rubin AI Racks Worth '10GW' Of Power Consumption To OpenAI By Next Year
The demand for AI power isn't drying up at all, since NVIDIA is entering into partnerships worth several 'billions of dollars', focusing on scaling up AI compute capabilities, and delivering the best to its customers. Just a week ago, Team Green entered into a significant deal with Intel, and now, based on a 'blockbuster' announcement, NVIDIA has announced to supply compute power worth $100 billion to OpenAI, where the AI firm will deploy "at least 10 gigawatts of NVIDIA systems for OpenAI’s next-generation AI infrastructure".
The more important announcement here is that the collaboration is specifically focused on Vera Rubin. This means that OpenAI intends to acquire $100 billion worth of Rubin AI clusters, whether the NVL144 configuration or even the newer Rubin CPX platform. This strategic partnership will make OpenAI one of the exclusive customers for Vera Rubin, hence allowing Sam Altman & Co to get access to one of the most powerful platforms out there.
NVIDIA and OpenAI have pushed each other for a decade, from the first DGX supercomputer to the breakthrough of ChatGPT. This investment and infrastructure partnership mark the next leap forward — deploying 10 gigawatts to power the next era of intelligence.
Based on power consumption alone, this deal could result in up to 40,000 Rubin AI racks being sold to OpenAI, a massive figure for a product that has yet to enter the market. Speaking of market entry, NVIDIA's Rubin lineup is set to enter volume production by H2 2026, which means that OpenAI and other firms will get access to the next-generation of racks at the same timeline. Rubin is featuring huge improvements, which we have already talked about in previous posts, but for a quick summary, you are looking at gigantic improvements versus Blackwell.
About the author: Muhammad Zuhair is a hardware and technology reporter for Wccftech, specializing in the semiconductor industry and the complex interplay between technology, manufacturing, and geopolitics. His coverage focuses on the corporate strategies and technological roadmaps of industry giants like TSMC, NVIDIA, Samsung, and Intel. Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e.g., 2nm process), the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure from NVIDIA, AMD and Intel.
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