Nvidia’s reported plan to invest up to $100 billion in OpenAI has hit a pause after internal concerns surfaced inside the chipmaker. According to the Wall Street Journal, Nvidia and OpenAI are now rethinking what their future partnership should look like, even as OpenAI continues raising massive funding to expand its AI infrastructure.
Internal Doubts Slow Down the Mega Deal
In September, Nvidia revealed plans for a potential investment that could reach $100 billion. The deal aimed to help OpenAI fund the training and operation of its newest AI models, while also securing access to Nvidia’s most advanced chips.
However, the Wall Street Journal reported that the plan stalled because some people inside Nvidia questioned the size and structure of the investment.
Nvidia May Still Invest, But Not at the Original Scale
Sources cited by the Journal say the two companies are discussing a revised approach. Instead of the original figure, the latest talks may involve:
- an equity investment worth tens of billions of dollars
- tied to OpenAI’s current funding round
Nvidia CEO Jensen Huang reportedly told industry contacts that the earlier $100 billion plan was non binding and never finalized.
Jensen Huang Raises Concerns About OpenAI’s Strategy
The WSJ also reported that Huang privately criticized what he sees as a lack of discipline in OpenAI’s business approach. He also expressed concern about rising competition from major AI rivals, including:
- Google (Alphabet)
- Anthropic
These pressures may have contributed to Nvidia stepping back from the original plan.
Nvidia and OpenAI Still Want to Work Together
Despite the stalled plan, Nvidia made it clear the relationship remains important.
An Nvidia spokesperson said the company has been OpenAI’s preferred partner for the past decade and expects to continue collaborating. OpenAI did not respond publicly to requests for comment.
Big Tech Races to Lock in OpenAI Partnerships
OpenAI continues to spend heavily on data centers and AI computing power. That has pushed major investors and tech firms to pursue closer ties, hoping to gain an advantage in the AI race.
Recent reports show:
- SoftBank and other investors are chasing OpenAI deals
- Amazon is reportedly in talks to invest up to $50 billion
- OpenAI aims to raise up to $100 billion
- OpenAI’s valuation could reach about $830 billion
