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Nvidia shares are down after report that its OpenAI investment stalled

Nvidia shares are down after a report that its OpenAI investment stalled. Here's what's happening

cnbc.com

February 2, 2026

3 min read

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55/100

Summary

Nvidia's stock dropped 1.1% following reports that its $100 billion investment in OpenAI is stalled. Uncertainty surrounding the deal has been reported by company insiders.

Key Takeaways

Nvidia's stock dropped 1.1% following reports that its $100 billion investment in OpenAI is stalled due to uncertainty about the deal.
Nvidia's CEO, Jensen Huang, indicated that the investment is nonbinding and criticized OpenAI's business strategy while expressing confidence in the company's potential.
Huang confirmed that Nvidia will make a significant investment in OpenAI, likely the largest in the company's history, but clarified it would not exceed $100 billion.
Concerns about "circular financing" in the AI sector are influencing Nvidia's investment strategy and negotiations with OpenAI.

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Community Sentiment

Negative

Positives

Nvidia's gradual investment strategy in OpenAI ensures that financial support is tied to tangible infrastructure improvements, which could stabilize their partnership.

Concerns

The limited financial support from Nvidia is perceived as insufficient for OpenAI's needs, raising concerns about the sustainability of their collaboration.
There are fears that the current AI investment landscape resembles a bubble, with companies like Microsoft and Oracle potentially facing severe repercussions from overprovisioning and unrealistic revenue projections.