NVIDIA

September 2026 Strategy Update · 7 tracked AI relationships · Curated by Mantu

Key facts

GPU infrastructure | AI Factory partnerships | GB200 powering sovereign-AI clouds
Latest move: Backing roughly $105B of financing for OpenAI's Ohio data centre (Aug 17), scaled back from a proposed $250B backstop; also investing $1.5B in SB Energy
AI use cases: Models & infrastructure
Stock ticker: NVDA

AI relationships (7)

Partner	Type	Deal note	Year
Accenture	Partnership	AI Factory	2024
Deloitte	Partnership	AI Factory	2024
EY	Partnership	2025 expansion	2025
McKinsey & Company	Partnership	AI hardware	2024
Capgemini	Partnership	AI Factory	2025
PwC	Partnership	AI infrastructure	2024
OpenAI	Investment	Up to $100B strategic partnership; ~$105B financing backstop for the 4.25GW Ohio data centre (Aug 2026)	2026

Investment figures are declared/announced amounts. OpenAI's $122B includes conditional and vendor-linked components (~$37B immediate cash). Valuations are post-money where reported. Key claims externally validated June to September 2026 (TechCrunch, Bloomberg, CNBC, Fortune, PR Newswire, firm newsrooms). Relationship years are first-public-announcement years; long-tail partnerships without a public record carry era estimates (flagged yearEstimated). Rumored or unclosed rounds are excluded.

Cite as: "Global AI Ecosystem, September 2026 Strategy Update, Mantu (https://ai-ecosystem.pages.dev)". Full dataset: llms-full.txt · Talk to Mantu