Catenaa, Saturday, January 31, 2026- Nvidia plan to invest up to $100 billion in OpenAI to help it train and run its latest AI models has stalled after some inside the chip giant expressed doubts about the deal.
Quoting Sources, The Wall Street Journal said that the companies unveiled the giant agreement last September at Nvidia’s Santa Clara, Calif., headquarters.
They announced a memorandum of understanding for Nvidia to build at least 10 gigawatts of computing power for OpenAI, and the chip maker also agreed to invest up to $100 billion to help OpenAI pay for it. As part of the deal, OpenAI agreed to lease the chips from Nvidia.
At the time, the ChatGPT-maker expected the deal negotiations to be completed in the coming weeks, people familiar with the plans said. But the talks haven’t progressed beyond the early stages, WSJ said.
Now, the two sides are rethinking the future of their partnership, some of the people said. The latest discussions, they said, include an equity investment of tens of billions of dollars as part of OpenAI’s current funding round.
Nvidia Chief Executive Jensen Huang has privately emphasized to industry associates in recent months that the original $100 billion agreement was nonbinding and not finalized, the report said.
He has also privately criticized what he has described as a lack of discipline in OpenAI’s business approach and expressed concern about the competition it faces from the likes of Google and Anthropic, WSJ said.
“Our teams are actively working through details of our partnership. NVIDIA technology has underpinned our breakthroughs from the start, powers our systems today, and will remain central as we scale what comes next,” an OpenAI spokesman told WSJ.
An Nvidia spokeswoman said that Nvidia has been OpenAI’s preferred partner for the past 10 years and it looked forward to continuing working with the company.
