Nvidia–OpenAI $100 billion deal explained

Digest more
Nvidia's Jensen Huang denies OpenAI deal rumors: 'There’s no drama'
Nvidia CEO Jensen Huang said the chipmaker's plan to invest in OpenAI remains "on track" in an interview with CNBC's Jim Cramer. Nvidia CEO Jensen Huang said the chipmaker's plan to invest in OpenAI remains "on track" after recent reports suggested brewing tension between the two sides.

Continue reading

Nvidia nears deal to invest $20 billion in OpenAI funding round, Bloomberg News reports
PCMag on MSN · 2d
Nvidia CEO: We’ll Make Our ‘Largest Ever Investment’ in OpenAI

Nvidia, AI and Oracle

Digest more
All the Messy Drama Between OpenAI and Nvidia, Explained
To account for this, Nvidia bought Groq (no, not Grok), the AI chips startup reportedly eyed by OpenAI, in its largest purchase ever. Then, last month, Nvidia unveiled its new Rubin platform, with a presentation that boasted inference and memory bandwidth wins.

Continue reading

What Oracle Has to Lose From OpenAI and Nvidia’s Rocky Relationship
Nvidia and Oracle are sending similar warning signs about the AI trade

Sam Altman backs NVIDIA

Digest more
Nvidia Is Wavering on Its $100 Billion OpenAI Deal, and the Timing Couldn’t Be Worse for Sam Altman
What was pitched as the biggest computing project in history is now facing delays, internal skepticism, and growing competitive pressure.

Continue reading

Sam Altman backs Nvidia after report of OpenAI unsatisfied with some Nvidia chips
OpenAI ditches Nvidia for faster AI inference chips, threatening chipmaker's dominance

Nvidia’s stock needs a spark. Here’s how it can get one.

After a stretch of underperformance, Nvidia’s stock could come alive after earnings, upcoming industry events and the expected launch of new AI models by companies using its Blackwell chips.

Nvidia, OpenAI appear stalled on their mega deal. But the AI giants still need each other

Five months after OpenAI and Nvidia announced a $100 billion deal, no contract has been signed and no money has changed hands ...

Nvidia’s $100 billion OpenAI deal has seemingly vanished

In September 2025, Nvidia and OpenAI announced a letter of intent for Nvidia to invest up to $100 billion in OpenAI’s AI ...

Nvidia and Oracle are flashing similar warning signs about the AI trade

Oracle is raising more debt and Nvidia is walking back its OpenAI investment target. Both are signs that the AI trade could ...

Nvidia CEO Says AI Build-Out Will Eventually Lower Energy Costs

Nvidia Corp. Chief Executive Officer Jensen Huang said that the massive build-out of artificial intelligence capacity, which ...

Intel will start making GPUs, a market dominated by Nvidia

Intel has been bulking up a team to focus on this effort and will develop its GPU strategy around customer needs.

CNBC Daily Open: Nvidia denies rift with OpenAI, while software and asset management stocks plunge

Nvidia CEO Jensen Huang told CNBC's Jim Cramer on Tuesday that there's "no drama involved" between the company and OpenAI.

Nvidia’s OpenAI investment may not be as big as once hoped, adding to a jittery tech trade

Jensen Huang said Nvidia still plans to invest in OpenAI but dialed back expectations around the size of the commitment.