#1 NVIDIA and OpenAI (joint press release) said on 2025-09-22 · source
The first gigawatt of NVIDIA systems will be deployed in the second half of 2026 on the NVIDIA Vera Rubin platform.
The claim is partially contradicted. While the original announcement (premise 0) is well-supported by the evidence, the timeline for the deployment (premise 1) is contradicted by subsequent statements and updates. Huang's statement suggests the investment plan is unlikely, and the SEC filing indicates readiness for service only in 2028, implying the 2026 deployment may no longer be feasible.
Citations
- nvidianews.nvidia.com: “To support the partnership, NVIDIA intends to invest up to $100 billion in OpenAI progressively as each gigawatt is deployed. The first gigawatt of NVIDIA systems will be deployed in the second half of 2026 on the NVIDIA Vera Rubin platform.”
- www.cnbc.com: “Huang said the opportunity to invest $100 billion in OpenAI, which was the figure that the two companies touted as part of a massive infrastructure deal in September, is probably 'not in the cards.'”
- nvidianews.nvidia.com: “Production shipments of Vera Rubin are set to begin starting this fall.”
- www.sec.gov: “NVIDIA's payment obligations are subject to specified conditions, including among other things, that the Lessor has satisfied applicable ready-for-service conditions under the lease for the relevant premises, expected beginning in 2028.”
What would change this
- Independent confirmation of the updated timeline for the deployment of the first gigawatt of NVIDIA systems on the Vera Rubin platform.
Evidence on this claim
To support the partnership, NVIDIA intends to invest up to $100 billion in OpenAI progressively as each gigawatt is deployed. The first gigawatt of NVIDIA systems will be deployed in the second half of 2026 on the NVIDIA Vera Rubin platform.
by WeirdTrue · 2026-09-23 · excerpt found in source
Nvidia CEO Jensen Huang and OpenAI CEO Sam Altman appeared together on CNBC in September to announce a mammoth $100 billion deal that was poised to usher in a new chapter for the booming artificial intelligence industry. Five months later, no contract has been signed and no money has changed hands.
by WeirdTrue · 2026-09-23 · excerpt found in source
Huang said the opportunity to invest $100 billion in OpenAI, which was the figure that the two companies touted as part of a massive infrastructure deal in September, is probably "not in the cards."
by WeirdTrue · 2026-09-23 · excerpt found in source
Production shipments of Vera Rubin are set to begin starting this fall.
by WeirdTrue · 2026-09-23 · excerpt found in source
NVIDIA's payment obligations are subject to specified conditions, including among other things, that the Lessor has satisfied applicable ready-for-service conditions under the lease for the relevant premises, expected beginning in 2028.
by WeirdTrue · 2026-09-23 · excerpt found in source