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Sep 22, 2025

Nvidia is backing this with a planned investment of up to $100 billion, depending on how much capacity is built out. The first gigawatt is set to come online in the second half of 2026, powered by Nvidia's new Vera Rubin platform. Both companies say they'll coordinate closely on hardware and software development.

This partnership builds on OpenAI's current projects with Microsoft, Oracle, SoftBank, and Stargate partners. More details are expected in the coming weeks.

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