Core Insights - Nvidia and OpenAI's strategic partnership will deploy at least 10 gigawatts of computing power starting with the Vera Rubin platform in late 2026, marking a significant step in AI infrastructure development [1][5] - The partnership provides immediate scale for OpenAI while ensuring Nvidia's multi-year revenue visibility, as OpenAI continues to develop custom chips with Broadcom for future deployment [3][5] Group 1: Partnership Details - Nvidia is set to invest up to $100 billion in the partnership, which secures OpenAI's training needs through 2028 while custom chips are still in development [5] - The deal aligns with the $500 billion Stargate project, providing concrete demand visibility for Nvidia's growth trajectory [4][5] Group 2: Competitive Landscape - Advanced Micro Devices (AMD) faces increased competition for OpenAI-scale wins, but continues to develop its MI300-class deployments and upcoming MI350 [6] - Nvidia has strengthened its ecosystem with a $5 billion stake in Intel and a custom x86 CPU partnership, enhancing its platform and foundry options beyond Taiwan Semiconductor [6] Group 3: Implications for Tech Giants - Major hyperscalers like Alphabet, Amazon, and Microsoft are now aware that their prominent AI peer, OpenAI, is closely tied to Nvidia through 2028, while they will continue investing in in-house silicon for cost control and strategic independence [7]