NVIDIA is OpenAI's AI infrastructure partner.

Judged as of 2025-09-26. TRUE: on or before that date there was an announced, active partnership in which NVIDIA supplies or co-builds AI infrastructure for OpenAI, for example a signed agreement or letter of intent to deploy NVIDIA systems for OpenAI, or OpenAI publicly naming NVIDIA as an infrastructure partner. MOSTLY TRUE: OpenAI uses NVIDIA hardware at large scale and both parties describe a collaboration, but the formal agreement was still only preliminary (for example a letter of intent). FALSE: no infrastructure relationship between the two companies existed as of that date, or OpenAI had publicly denied one.

Set before the research began.

1. E1 OpenAI and NVIDIA Announce Strategic Partnership to Deploy 10 Gigawatts of NVIDIA Systems NVIDIA Corporation (joint release with OpenAI, distributed via GlobeNewswire) · 22 September 2025 Own record

   “OpenAI and NVIDIA today announced a letter of intent for a landmark strategic partnership to deploy at least 10 gigawatts of NVIDIA systems for OpenAI’s next-generation AI infrastructure to train and run its next generation of models on the path to deploying superintelligence.”

2. E2 Nvidia plans to invest up to $100B in OpenAI | TechCrunch TechCrunch · 22 September 2025

   “The companies say they signed a letter of intent to deploy 10 gigawatts — enough to power millions of homes — worth of Nvidia systems to power OpenAI’s next generation of AI infrastructure.”

3. E3 Nvidia plans to invest up to $100B in OpenAI | TechCrunch TechCrunch · 22 September 2025

   “OpenAI says it will work with Nvidia as a “preferred strategic compute and networking partner” for its AI factory growth. It’s unclear whether Nvidia’s investment will be paid out in chips, cloud credits, cash, or otherwise.”

4. E4 OpenAI and NVIDIA Announce Strategic Partnership to Deploy 10 Gigawatts of NVIDIA Systems NVIDIA Corporation (joint release with OpenAI, distributed via GlobeNewswire) · 22 September 2025 Own record

   “NVIDIA and OpenAI look forward to finalizing the details of this new phase of strategic partnership in the coming weeks.”

A joint NVIDIA–OpenAI release dated 2025-09-22, four days before the claim, announced a letter of intent for a strategic partnership to deploy at least 10 gigawatts of NVIDIA systems for OpenAI's AI infrastructure (E1). TechCrunch independently reported the signed letter of intent (E2). It also reported that OpenAI named NVIDIA its "preferred strategic compute and networking partner" (E3). The criteria count either of these as TRUE. Details were still to be finalized (E4), which points toward the preliminary-agreement tier, but OpenAI's public naming of NVIDIA as an infrastructure partner meets the TRUE criterion as written.