Nvidia, the world's most valuable company, is reportedly nearing completion of a 30 billion USD investment in OpenAI, replacing a previous commitment of 100 billion USD. The two parties are in confidential discussions and have not reached a final decision. The investment could be finalized as early as this weekend.
The Financial Times reported that OpenAI plans to reinvest most of the newly raised capital into Nvidia hardware. However, the two companies will not continue the 100 billion USD long-term collaboration announced late last year.
According to an anonymous source at CNBC, this investment is part of a funding round that values OpenAI at up to 730 billion USD.
Nvidia and OpenAI both declined to comment on the matter.
Previously, in 9/2025, Nvidia announced a plan to invest 100 billion USD in OpenAI under an agreement to build a massive data center for training and operating artificial intelligence models. Under the terms, Nvidia planned to invest in 10 installments, each worth 10 billion USD, tracking OpenAI's increasing computing demands over several years. In return, they would receive a significant ownership stake in the startup.
The agreement was expected to provide substantial funding for OpenAI and allow access to advanced semiconductor chips to maintain its dominant position in the AI sector.
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OpenAI & Nvidia logos. Photo: OpenAI |
OpenAI & Nvidia logos. Photo: OpenAI
Recently, questions arose regarding the status of the agreement, especially after the Wall Street Journal reported in January that the deal was "frozen". However, Nvidia CEO Jensen Huang later denied rumors of discord with OpenAI and affirmed a significant investment in the startup.
"We will invest a huge amount of money in OpenAI. I trust OpenAI; what they do is incredible. It is one of the most influential companies of this era, and I really enjoy working with Sam Altman," Nvidia CEO Jensen Huang stated on 31/1.
When asked if the amount would exceed 100 billion USD, he replied that OpenAI CEO Sam Altman would be the one to announce the specific figure.
OpenAI CEO Sam Altman also sought to alleviate concerns about the deal. He wrote on social media platform X that he enjoys working with Nvidia and that he "does not understand where this craziness comes from".
OpenAI is discussing fundraising with other investors, and the total size of the funding round could reach approximately 100 billion USD, according to CNBC. Negotiations have accelerated in recent weeks but have not yet yielded results.
OpenAI's fundraising process could be divided into two phases: The first involves strategic investments from Amazon, Microsoft, and Nvidia. The later phase involves capital contributions from more investors.
Phuong Dong (according to Financial Times, CNBC)
