OpenAI may lease Nvidia GPUs instead of buying them — financial engineering deal could cut hardware costs in pursuit of 10GW buildout

OpenAI is in advanced talks to lease high-performance GPUs from Nvidia, rather than purchase them outright, as part of its plan to build out custom AI data centers over the next several years. That’s according to a report published September 23 by The Information, which cites multiple people familiar with negotiations between the two companies.

The proposed leasing deal, which is reportedly still under discussion and subject to change, would represent a shift in how AI infrastructure is financed….