Nvidia and OpenAI: Artificial Intelligence is constantly evolving towards its super evolution
The latest move between Nvidia and OpenAI confirms a trend: the future of artificial intelligence depends directly on scale and computing power.
The two companies announced a strategic partnership to build 10 gigawatts of AI data centers, equipped with Nvidia systems and dedicated to training and running OpenAI's upcoming models. The estimated investment is up to US$100 billion, involving millions of Nvidia GPUs, consolidating the largest expansion ever seen in AI infrastructure.
What's behind this partnership?
Unprecedented scale: 10 GW is equivalent to dozens of large data centers dedicated exclusively to AI.
New generation of chips: The first phase, scheduled for 2026, will feature the Vera Rubin Superchip, designed for intensive AI workloads and accelerated science.
Cloud independence: OpenAI strengthens its autonomy from traditional cloud providers by creating its own computing foundation.
Sustainability on the agenda: projects of this magnitude spark debates about energy consumption and renewable solutions.
A changing market: with Nvidia leading the way in GPUs and OpenAI setting trends in generative AI, other companies will need to rethink their competitive strategies.
Impacts on the global ecosystem
Besides the performance gains, the partnership should accelerate the advancement of generative AI, multimodal models, and large-scale applications ranging from scientific research to business automation.
At the same time, the investment volume raises discussions about antitrust regulation and the possibility of a new technological "gold rush," where computing infrastructure becomes a core asset.
What does this mean for companies?
For organizations already working on or planning to explore AI solutions, this movement shows that the foundation of innovation lies in infrastructure. Those who prepare today, with scalable architecture, resource optimization, and the integration of high-performance GPUs, will be closer to enjoying the next technological leap.
RISC is an Nvidia Elite partner and is ready to help companies evolve their infrastructure, exploring the full potential of artificial intelligence with high-performance and scalable solutions.
