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NVIDIA & OpenAI Unveil $400B AI Infrastructure Expansion Plan

NVIDIA and OpenAI are teaming up to build a massive AI infrastructure. With billions in investment and new data centers, they're powering the future of AI research in the U.S.

In this image we can see the information board, buildings, shed, trees, electric cables and sky...
In this image we can see the information board, buildings, shed, trees, electric cables and sky with clouds.

NVIDIA & OpenAI Unveil $400B AI Infrastructure Expansion Plan

NVIDIA and OpenAI have revealed significant plans for AI infrastructure expansion. NVIDIA will invest up to $100 billion in OpenAI as each gigawatt is deployed, with the first gigawatt scheduled for late 2026 on NVIDIA's Vera Rubin platform. Meanwhile, OpenAI's Stargate program has selected five new U.S. data center sites, bringing planned capacity to nearly 7 gigawatts and attracting over $400 billion in investment over the next three years.

The Stargate program, a collaboration between OpenAI, Oracle, and SoftBank, has chosen sites in Shackelford County, Texas; Doña Ana County, New Mexico; a Midwest location; Lordstown, Ohio; and Milam County, Texas. Oracle has begun delivering NVIDIA GB200 racks to the Abilene site since June, with early training and inference already underway. The winners will be announced on 14 January 2026 and featured in the first print magazine of our website Awards 2026, distributed at BETT 2026.

In addition to Oracle and SoftBank, OpenAI, Hitachi, Samsung Electronics, and SK Hynix are responsible for building at least six more Stargate data centers in the USA. The program is running ahead of schedule, with more sites expected to be announced soon. This expansion supports both immediate research needs and future infrastructure growth.

NVIDIA's strategic partnership with OpenAI aims to deploy at least 10 gigawatts of NVIDIA systems for OpenAI's next-generation AI infrastructure. The Stargate program's significant investment and expansion plans indicate a strong commitment to advancing AI technology and research in the United States.

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