As reported by CNBC, on September 22, NVIDIA and OpenAI unveiled a strategic partnership. NVIDIA intends to pour up to $100 billion into OpenAI, bolstering the latter's efforts to build data centers driven by NVIDIA's AI processors. This ambitious project is estimated to be worth hundreds of billions of dollars in total. NVIDIA's CEO Jensen Huang and OpenAI's CEO Sam Altman shared their insights on the collaboration's specifics in interviews. According to the agreement, OpenAI will establish AI data centers with a minimum capacity of 10 gigawatts. These centers will be outfitted with millions of NVIDIA GPUs, with the initial phase of the system slated to launch in the latter half of 2026 through NVIDIA's Vera Rubin platform. Huang pointed out that the 10-gigawatt power requirement translates to 4 to 5 million GPUs, approximately twice NVIDIA's shipment volume for the current year. Altman noted that this partnership will enhance OpenAI's ongoing infrastructure endeavors with companies like Microsoft and Oracle. After the announcement, NVIDIA's stock price climbed nearly 4%, pushing its market capitalization to nearly $4.5 trillion.