OpenAI and NVIDIA Announce $100 Billion Vera Rubin AI Partnership
OpenAI has partnered with NVIDIA to bring Vera Rubin AI platform in the limelight with a whopping $100 billion investment. OpenAI's next-gen AI infrastructure utilizing NVIDIA's upcoming Vera Rubin platform will be built under this agreement, with a least 10 gigawatts of power set to be drawn.
Agreement Key Details
This will the first of a series of massive investments toward AI development. The main features among others of the agreement include:
- Investment Size: $100 billion from OpenAI for NVIDIA systems.
- Power Consumption: The infrastructure is set for a minimum power consumption of 10 gigawatts.
- Hardware Scale: At most based on power consumption figures, the deal could result in the sale of 40,000 Rubin AI racks to OpenAI.
Strategically Fixated on the Vera Rubin Platform
A further key aspect of this collaboration is that it beholds a special emphasis on the unreleased Vera Rubin architecture. This positions OpenAI as potentially one of NVIDIA's key customers for next-generation technology, granting them access to one of the most powerful AI platforms upon its availability.
The deal will see the next generation of Ruby configurations, whether NVL144 or the more recent Ruby CPX platform. The architectural design is focused on OpenAI infrastructure being built on the next generation of technology instead of outdated hardware like Blackwell.
Timeline with Market Impact
NVIDIA Rubin platform will be entering mass production in the latter half of 2026. Starting from the said timeline, OpenAI and several other companies will have access to the new racks. The Rubin architecture is forecasted to bring substantial performance uplifts over the Blackwell generation.
The investment builds on a decade-long relationship between the two companies. A release added,
"This investment and infrastructure partnership mark the next leap forward deploying 10 gigawatts to power the next era of intelligence."
