In a monumental move set to reshape the AI landscape, NVIDIA and OpenAI announced a strategic partnership on September 22, 2025, to deploy at least 10 gigawatts of NVIDIA systems for OpenAI’s next-generation AI infrastructure. OpenAI is a key partner in the ambitious Stargate project, a multi-company venture aimed at building the world’s most advanced AI infrastructure. It elevates NVIDIA to a “preferred strategic compute and networking partner” for OpenAI’s “AI factory” growth plans. The Great AI Compute Arms RaceThe NVIDIA-OpenAI deal does not exist in a vacuum. The central theme, as analysts have noted, is a fundamental shortage of AI compute, forcing companies to make colossal, long-term bets to secure their future.