According to Sawyer Merritt, Nvidia has introduced its next-generation Rubin chips, which are five times more powerful than their Blackwell predecessors and are already in production (source: Sawyer Merritt on X, Jan 5, 2026). CEO Jensen Huang highlighted the Rubin pod architecture, featuring 1,152 GPUs across 16 racks, with each rack containing 72 Rubin chips. This significant leap in AI hardware performance is set to accelerate large-scale AI model training and inference, creating substantial opportunities for enterprises in data centers, cloud AI services, and generative AI workloads. Nvidia's rapid production timeline positions it as a leader in delivering high-performance AI infrastructure for global business applications.

According to DeepLearning.AI, OpenAI, Oracle, and SoftBank have unveiled an ambitious $1 trillion plan to expand AI data center capacity through five new U.S. sites and a major Stargate UK facility. The Stargate roadmap outlines a target of 20 gigawatts of AI computing power globally, with future projections reaching up to 100 gigawatts. Within the next 18 months, Ohio and Texas will receive 1.5 gigawatts of this capacity. Oracle is set to manage construction, while Nvidia will supply up to 31,000 GPUs to power these data centers. In addition, Nvidia has pledged a landmark $100 billion investment in OpenAI, signaling a significant acceleration in generative AI infrastructure and positioning these companies at the forefront of supercomputing for AI applications (source: DeepLearning.AI via Twitter, The Batch).

According to Greg Brockman (@gdb) on Twitter, OpenAI has announced a strategic partnership with NVIDIA to secure millions of GPUs—equivalent to the total compute NVIDIA is projected to ship in 2025. This collaboration aims to significantly expand OpenAI's AI infrastructure, enabling the rapid scaling and deployment of advanced AI models and services. The deal underscores growing enterprise demand for high-performance AI hardware and reinforces NVIDIA's leadership in the AI chip market. As cited in the official OpenAI announcement, this partnership is set to accelerate innovation in generative AI, large language models, and next-generation applications, offering substantial business opportunities for cloud providers, AI startups, and enterprise adopters (source: OpenAI, https://openai.com/index/openai-nvidia-systems-partnership/).