Nvidia(US:NVDA) 2 1 Shi Ji Jing Ji Bao Dao·2025-09-23 03:04Core Viewpoint - NVIDIA and OpenAI have announced a strategic partnership to deploy at least 10GW of NVIDIA systems for OpenAI's next-generation AI infrastructure, with an investment of up to $100 billion from NVIDIA to support this deployment [1][2]. Group 1: Partnership Details - The collaboration aims to train and run new AI models, marking a significant leap in both companies' growth trajectories [1][2]. - The first facilities are expected to be operational in the second half of 2026, utilizing the NVIDIA Vera Rubin platform [1]. - OpenAI's active user base has surpassed 700 million, and NVIDIA will be the preferred strategic partner for computing and networking in OpenAI's AI factory expansion plan [2]. Group 2: Industry Impact - This initiative is part of a larger plan called Stargate, which aims to invest approximately $500 billion over the next four years in advanced AI infrastructure [2]. - The partnership is seen as the largest AI infrastructure project in history, with the goal of transitioning AI from laboratory settings to real-world applications [3]. - Both companies emphasize the need for increased computing resources to meet the growing demand for AI applications, avoiding difficult choices between impactful use cases [3].