“The first gigawatt of NVIDIA systems will be deployed in the second half of 2026 on the NVIDIA Vera Rubin platform,” the companies said in a press release. Nvidia shares rose as much as 3.1% in New York trading on Monday, extending gains of about 36% so far this year. “NVIDIA and OpenAI have pushed each other for a decade, from the first DGX supercomputer to the breakthrough of ChatGPT,” said Jensen Huang, founder and CEO of NVIDIA. By investing directly, Nvidia is betting that shoring up OpenAI’s computing power will both accelerate AI adoption and keep its chips at the centre of future breakthroughs. “NVIDIA and OpenAI look forward to finalizing the details of this new phase of strategic partnership in the coming weeks,” the companies added in the press release.