Good morning. One of the largest investments in artificial intelligence to date could further accelerate enterprise AI adoption.

OpenAI, the maker of ChatGPT, and AI chip leader Nvidia announced a strategic partnership on Monday, with Nvidia committing up to $100 billion to support OpenAI’s next-generation AI infrastructure—including investments in power capacity and data centers. The agreement entails deploying at least 10 gigawatts of Nvidia-powered systems—amounting to millions of graphics processing units (GPUs)—to develop and run advanced AI models. The first phase is expected to go live in the second half of 2026.

The two companies will jointly optimize their development roadmaps for OpenAI’s software and models, and for Nvidia’s hardware and software platforms. The investment

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