NVIDIA and OpenAI announced a landmark strategic partnership to deploy at least 10 gigawatts of NVIDIA systems — representing millions of GPUs for OpenAI’s next-generation AI infrastructure.
The Deal:
$100 billion — NVIDIA’s intended investment as systems deploy
10 gigawatts — Total power capacity commitment
Millions of GPUs — Scale of deployment
H2 2026 — First gigawatt targets NVIDIA Vera Rubin platform
For Context — What 10 Gigawatts Means:
Equivalent to powering ~7.5 million homes
More than the entire power consumption of some small countries
Represents a 20x scale-up from typical large data centers
The Diversification Counter-Move:
Hyperscalers are hedging against NVIDIA dependency:
Meta reportedly negotiating to rent Google Cloud TPUs starting 2026
Amazon’s Nova 2 models trained on custom Trainium chips
Google developing TPU alternatives
This creates a more nuanced competitive landscape where NVIDIA dominance faces subtle but growing pressure.
Gennaro is the creator of FourWeekMBA, which reached about four million business people, comprising C-level executives, investors, analysts, product managers, and aspiring digital entrepreneurs in 2022 alone | He is also Director of Sales for a high-tech scaleup in the AI Industry | In 2012, Gennaro earned an International MBA with emphasis on Corporate Finance and Business Strategy.
