Feb. 28 at 5:08 AM
$NVDA YEP Shorts are f*kes
the broader trend of OpenAI deepening its relationship with the Department of Defense (DoD) is a massive tailwind for NVIDIA. As of February 2026, OpenAI has officially secured a partnership to integrate its technology into the Pentagon's classified networks.
Millions of GPUs: OpenAI is currently building out its next-generation infrastructure (the "Stargate" era). To support the Pentagon’s secure, air-gapped data centers, OpenAI must purchase vast quantities of NVIDIA’s latest hardware, such as the Vera Rubin platform.
• Classified Ecosystems: The military requires high-performance, localized AI that can run without external internet access. This necessitates massive "on-premise" clusters of NVIDIA H200s or Blackwell/Rubin chips, rather than just using standard cloud services. 🙌
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