A proposed landmark investment by Nvidia in artificial intelligence leader OpenAI is facing headwinds, raising questions about the future of the closely-watched partnership. The potential $100 billion deal, announced in September 2025, aimed to bolster OpenAI’s infrastructure with Nvidia’s cutting-edge chips while giving the chipmaker a critically important stake in the creator of ChatGPT, which currently has over 800 million weekly users. Recent reports indicate internal disagreements at Nvidia are now casting doubt on the full extent of the investment, impacting market confidence as of Monday’s trading session.
Greg Brockman (OpenAI Chairman), Jensen Huang (Nvidia CEO), and Sam Altman (OpenAI CEO) photo source Nvidia
A potential $100 billion investment by Nvidia in OpenAI is facing uncertainty, according to recent reports, raising questions about the future of the partnership between two leading companies in the artificial intelligence sector. The news comes as investors closely watch the evolving dynamics within the rapidly expanding AI landscape.
In September 2025, Nvidia announced plans to invest up to $100 billion in OpenAI and supply the company with data center chips. This agreement signaled a significant alliance between two key players driving innovation in artificial intelligence globally.
However, on Saturday, the Wall Street Journal reported that the investment is now in doubt, citing concerns from Nvidia executives regarding the future of the partnership.
Nvidia CEO Jensen Huang attempted to dispel the uncertainty this weekend, stating that the company would participate in OpenAI’s latest funding round, which he described as “potentially the largest investment we’ve ever made.” When questioned about disagreements with OpenAI, Huang dismissed the reports as “nonsense.”
“We’re going to invest a lot of money,” Huang told reporters Saturday during a visit to Taipei, Taiwan. “I believe in OpenAI. The work they are doing is incredible. It’s one of the most impactful companies of our times.” However, Huang did not specify the exact amount Nvidia intends to invest, only stating it would be “huge,” according to Yahoo News.
The lack of a specific figure from Huang, suggesting the partnership may fall short of the previously announced $100 billion, contributed to a 2% decline in Nvidia’s stock price on Monday, according to an analyst cited by CNBC. The uncertainty surrounding the investment amount remains a key question for investors.
The original agreement, announced last fall, would have given the chipmaker a financial stake in OpenAI, a critical customer. ChatGPT, OpenAI’s flagship product, boasts over 800 million weekly users.
Under the terms of the agreement, Nvidia would initially invest $10 billion if OpenAI were to purchase Nvidia systems, according to a source familiar with the discussions.
Concerns about the deal aren’t new. Huang reportedly told industry associates late last year that the $100 billion investment wasn’t a firm commitment and hadn’t been finalized, CNBC reported.
Huang also reportedly criticized what he perceived as a lack of discipline in OpenAI’s business strategy and expressed concerns about competition from rivals such as Google, owned by Alphabet, and Anthropic, as detailed in the Wall Street Journal article.
