NVIDIA to invest $100B in OpenAI for 10GW of Vera Rubin rollout

**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.