Stanford University
According to the source, this investment is not included in the multi-year infrastructure agreement between the two companies that was announced in September 2025, and it is not connected to any planned product launch goals for Nvidia. However, Nvidia might choose to invest in further rounds as outlined in that agreement.
Sources cited by the Financial Times say that Nvidia is nearing the completion of the new investment and plans to replace the previous agreement that was set for September. At that time, the chipmaker agreed to invest a total of up to $100 billion in OpenAI, with each investment made in $10 billion increments, as its data center capacity increases. The collaboration included the use of Nvidia systems as part of OpenAI's advanced AI infrastructure, providing a total computing capacity of at least 10 gigawatts.
In its most recent quarterly earnings report, released in November, Nvidia mentioned that there is "no assurance that we will reach final agreements on the OpenAI opportunity or any other possible investments." During the same month, the company entered into an agreement to invest up to $10 billion in another AI startup, Anthropic. OpenAI is also working together with AMD and Broadcom. Nvidia is set to release its latest earnings report on February 25.
The Wall Street Journal reported in January that the Nvidia-OpenAI infrastructure deal was "on hold." OpenAI's CEO, Sam Altman, posted on the social media platform X, stating that his company enjoys working with Nvidia and expressed confusion about "where all this craziness is coming from."
source: cnbc.com, ft.com
Sources cited by the Financial Times say that Nvidia is nearing the completion of the new investment and plans to replace the previous agreement that was set for September. At that time, the chipmaker agreed to invest a total of up to $100 billion in OpenAI, with each investment made in $10 billion increments, as its data center capacity increases. The collaboration included the use of Nvidia systems as part of OpenAI's advanced AI infrastructure, providing a total computing capacity of at least 10 gigawatts.
In its most recent quarterly earnings report, released in November, Nvidia mentioned that there is "no assurance that we will reach final agreements on the OpenAI opportunity or any other possible investments." During the same month, the company entered into an agreement to invest up to $10 billion in another AI startup, Anthropic. OpenAI is also working together with AMD and Broadcom. Nvidia is set to release its latest earnings report on February 25.
The Wall Street Journal reported in January that the Nvidia-OpenAI infrastructure deal was "on hold." OpenAI's CEO, Sam Altman, posted on the social media platform X, stating that his company enjoys working with Nvidia and expressed confusion about "where all this craziness is coming from."
source: cnbc.com, ft.com
