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Nvidia’s $100 billion OpenAI deal has seemingly vanished

2026/02/03 17:44

URL: https://arstechnica.com/information-technology/2026/02/five-months-later-nvidias-100-billion-openai-investment-plan-has-fizzled-out/
Posted: Feb 3, 2026 5:44 PM (date: 2026/02/03)
Topics: Nvidia OpenAI Sam Altman Jensen Huang AI/industry
Summary: «In September 2025, Nvidia and OpenAI announced a letter of intent for Nvidia to invest up to $100 billion in OpenAI’s AI infrastructure. At the time, the companies said they expected to finalize details “in the coming weeks.” Five months later, no deal has closed, Nvidia’s CEO now says the $100 billion figure was “never a commitment,” and Reuters reports that OpenAI has been quietly seeking alternatives to Nvidia chips since last year.»

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