September 27, 2025 — OpenAI and NVIDIA have officially declared a landmark strategic partnership that will completely transform the AI sector being the largest artificial infrastructure acquisition in the history of artificial intelligence history, and which raises critical antitrust concerns among regulators and competitors.
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The Unparalleled Level of the Partnership
Having signed a letter of intent on September 21, 2025, the partnership is a huge undertaking on behalf of both companies to speed up the development of artificial general intelligence.
NVIDIA will gradually commit up to 100 billion dollars to OpenAI as the companies launch no less than 10 gigawatts of AI computing infrastructure, or millions of GPUs, or enough electricity to serve over 8 million American households.
The article explains that NVIDIA and OpenAI have been challenging each other over the last decade since the first supercomputer, the DGX, and the groundbreaking chatbot, ChatGPT.
NVIDIA founders and CEO Jensen Huang said so.
It is the next jump forward, the implementation of 10 gigawatts, to support the next generation of intelligence.
It is planned to be deployed in the second part of 2026, using the next-generation Vera Rubin platform by NVIDIA.
This is a major breakthrough in technology, with the Rubin CPX being a specially designed GPU for processing vast contexts and million-token-applications.
A Roundabout Investment Structure In Review
The structure of the deal has specifically attracted the interests of financial analysts and regulatory experts.
NVIDIA will initially gain a non-voting equity stake in OpenAI, and subsequently OpenAI can use this investment capital to buy the chips and systems of NVIDIA, which comes to be called by critics a circular flow of money.
On the one hand this will assist OpenAI to achieve on some incredibly ambitious aims of the compute infrastructure, and will aid NVIDIA to get that stuff constructed.
Conversely the circular issues have been mentioned before and this will only give them more fuel, as stated by Bernstein analyst Stacy Rasgon.
Antitrust Concerns Mount
Antitrust competition has been of major concern to legal analysts and policymakers in regard to the effect the partnership would have on the competitiveness.
Andre Barlow, an antitrust lawyer at Doyle, Barlow and Mazard, said the deal involved serious antitrust implications, especially considering NVIDIA controlled an overwhelming market share of the artificial intelligence chip market (90-plus percent).
The issue is whether NVIDIA will give priority to OpenAI at the expense of other clients by offering them better prices or delivery times, or by getting access to the latest technology.
NVIDIA has a financial interest in the success of the other company, which, according to openAI opponent Rebecca Allensworth, a specialist in antitrust law, is a motivation to potentially withhold chips to or change the terms given to competitors of openAI.
On Thursday, the antitrust division of the Department of Justice under its chief Gail Slater stated that the enforcement actions should focus on preventing exclusionary conduct rather than resources needed to assemble competitive AI systems and products.
Combination with the Wider Stargate Initiative
This alliance is in addition to the OpenAI ambitious project of Stargate, a 500 billion-dollar infrastructure project announced in January 2025 and features partners such as Microsoft, Oracle, and SoftBank.
This project will construct 10 gigawatts of AI computation at various information centers in the United States.
Only this week, OpenAI, Oracle and SoftBank announced that five new data centers will be built in Texas, New Mexico, Ohio, and an unspecified location in the Midwest, adding almost 7 gigawatts of planned Stargate capacity.
Abilene, Texas is already in operation and Oracle will deliver the first NVIDIA GB200 racks in June 2025.
Innovations in the technical world are imminent
It will also utilize the impending Vera Rubin platform by NVIDIA, which is expected to become the fastest AI computing platform ever.
The new architecture also has the Rubin CPX GPU that is built specifically to bring processor to bear on massive-context applications which could process as many as one million tokens, approximated to process an hour of video material.
NVIDIA has established that all Rubin platform chips, such as the Vera CPU, Rubin GPU and related networking chipsets, have been taped out and are being manufactured at TSMC to have the platform on schedule for deployment in 2026.
Implications and Future Prospects of the market
The collaboration shows the colossal capital needs of the state-of-the-art AI development.
As Karen Kornbluh, who is the director of Tech Policy at Cornell University remarked: the costs of chips, data centers, and energy have led to the industry shifting towards a few firms that can afford to undertake such massive projects.
According to the CEO of OpenAI, Sam Altman, the importance of compute infrastructure is of paramount importance: “Everything begins with compute.
The economy of the future will be built based on compute infrastructure, and we will use what we are building with NVIDIA to not only make new AI breakthroughs but also enable people and businesses to bring them to scale.
Both companies are now at the heart of the global AI competition with OpenAI serving more than 700 million weekly active users and NVIDIA keeping its AI hardware dominance.
The long-term success of the partnership will, however, be driven by the ability to find a way to navigate the challenging regulatory environment and mitigate the valid concerns of competition by keeping the big technological promises made.
This collaboration as the AI sector still becomes dominated by a small number of major players is the future and the danger of centralized technological authority in the quest to achieve artificial general intelligence.
