One of the biggest investments in AI is in question – What can happen to the deal between two tech giants
Greg Brockman (President of OpenAI), Jensen Huang (CEO of Nvidia) and Sam Altman (CEO of OpenAI) photo source Nvidia
The last few days have been very turbulent in the field of investments in the field of artificial intelligence, after the press wrote that a $ 100 billion investment by Nvidia in OpenAI could “fall”. The head of Nvidia tried to dispel doubts, but was not entirely successful. What question remains.
Nvidia had announced in September 2025 that it would invest up to $100 billion in OpenAI and supply the company with data center chips, marking an alliance between two of the most visible players in the global artificial intelligence race.
On Saturday, the Wall Street Journal wrote that the investment is in question and that Nvidia bosses have complaints about the future partnership.
Nvidia CEO Jensen Huang said over the weekend that the giant would participate in OpenAI's latest funding round, which he described as “possibly the biggest investment we've ever made.” Asked if there were misunderstandings with OpenAI, he dismissed the rumors as “nonsense.”
“We will invest a lot of money,” Huang told reporters on Saturday during a visit to Taipei, Taiwan. “I believe in OpenAI. The work they're doing is incredible. It's one of the most influential companies of our time.” However, Huang did NOT specify the exact amount that the company will put “up for grabs”, but said that it will be “huge”, writes Bloomberg, quoted by Yahoo News.
The fact that the Nvidia boss did not say an amount, giving the impression that the partnership will be less than the 100 billion announced in the fall, sent Nvidia shares down 2% on Monday, an analyst quoted by CNBC said. There are too many doubts and the big question remains: what will be the amount invested in OpenAI and how much will it fall from the hundred billion promised.
The deal signed in the fall gave chipmaker Nvidia a financial stake in the world's top AI company, which is already a key customer. ChatGPT is used weekly by over 800 million users.
Under that agreement, if the parties reach a definitive agreement for OpenAI to acquire Nvidia's systems, the company will initially invest $10 billion, a source close to the discussions said.
However, the worries did not start out of nowhere. The head of Nvidia told industry associates at the end of 2025 that the $100 billion investment was not a firm commitment and had not been finalized, CNBC also notes.
Not only that. Nvidia's chief criticized the lack of discipline in OpenAI's business strategy and expressed concern about competition from rivals such as Alphabet-owned Google and Anthropic, the Wall Street Journal article also said.
