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CLAIM #47070 · NVIDIA Corporation (NVDA) · 2026Q3 earnings call · Nov 19, 2025 · due -

We are working on a strategic partnership with OpenAI focused on helping them build and deploy at least 10 gigawatts of AI data centers.

Jensen Huang · CEO

PENDING
graded after results covering - are reported

How to check this claim

Look at: Cumulative gigawatts of AI data center capacity built/deployed under the NVIDIA-OpenAI partnership, as disclosed by either company

It came true if: Disclosed cumulative deployed/under-construction capacity under the partnership >= 10 gigawatts

Where: Company press releases or management commentary from NVIDIA/OpenAI (earnings calls, official announcements)

In context

rformance and lowest total cost of ownership across every model and use case. Particularly important is Blackwell's NVLink's performance on a mixture of experts. The architecture for the world's most popular reasoning models. On DeepSeek, r one, Blackwell delivered 10x higher performance per watt and 10x lower cost per token versus h 200. A huge generational leap fueled by our extreme codesign approach NVIDIA Corporation Dynamo, an open source, low latency, modular inference framework has now been adopted by every major cloud service provider leveraging Dynamos enablement and disaggregated inference the resulting such as MOE models, increase in performance of complex AI models AWS, Google Cloud, Microsoft Azure, and OCI have boosted AI inference performance for enterprise cloud customers. We are working on a strategic partnership with OpenAI focused on helping them build and deploy at least 10 gigawatts of AI data centers. In addition, we have the opportunity to invest in the company. We serve OpenAI, through their cloud partners. Microsoft Azure, OCI, and CoreWeave. We will continue to do so for the foreseeable future. As they continue to scale, we are delighted to support the company to add self build infrastructure, and we are working toward a definitive agreement and are excited to support OpenAI's growth. Yesterday, celebrated an announcement with Anthropic. For the first time, Anthropic is adopting NVIDIA Corporation and we are establishing a deep technology partnership to support Anthropics fast growth. We will collaborate to optimize anthropic models for CUDA, and deliver the best possible performance, efficiency, and TCO. We will also optimize future NVIDIA Corporation architectures for anthropic w

Verify independently

SEC filings for NVDA · Claim quote is verbatim from the 2026Q3 earnings call.