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Topic: "datacenters"
NVIDIA to invest $100B in OpenAI for 10GW of Vera Rubin rollout
qwen3-omni deepseek-v3.1 nvidia openai oracle intel enfabrica wayne gpu-infrastructure deterministic-inference reinforcement-learning fp8-precision gpu-performance ai-infrastructure strategic-partnerships investment datacenters cuda-graphs pipeline-parallelism data-parallelism artificialanlys gdb
NVIDIA and OpenAI announced a landmark strategic partnership to deploy at least 10 gigawatts of AI datacenters using NVIDIA's systems, with NVIDIA investing up to $100 billion progressively as each gigawatt is deployed, starting in the second half of 2026 on the Vera Rubin platform. This deal significantly impacts the AI infrastructure funding landscape, potentially supporting OpenAI's $300 billion commitment to Oracle. The announcement caused major stock market reactions, with NVIDIA's market cap surging by $170 billion. Additionally, advancements in deterministic inference for reinforcement learning and FP8 precision gains in GPU performance were highlighted by AI practitioners.