The $100B megadeal between OpenAI and Nvidia is on ice
wsj.com
January 31, 2026
2 min read
Summary
Nvidia's plan to invest up to $100 billion in OpenAI to support its AI model training has stalled due to internal doubts within Nvidia. The agreement, initially announced last September, included a commitment to build at least 10 gigawatts of computing power for OpenAI.
Key Takeaways
- Nvidia's plan to invest up to $100 billion in OpenAI has stalled due to internal doubts about the deal.
- The original agreement announced in September included Nvidia building at least 10 gigawatts of computing power for OpenAI, but negotiations have not progressed.
- Nvidia is pursuing a separate investment in OpenAI as part of the AI developer's efforts to raise $100 billion from multiple partners, including Amazon and SoftBank.
- Nvidia CEO Jensen Huang stated that the original $100 billion agreement was nonbinding and criticized OpenAI's business approach and competition challenges.
Community Sentiment
NegativePositives
- Anthropic's use of Amazon's Trainium and Google's TPUs for training models highlights the competitive landscape, suggesting diverse hardware options can drive innovation in AI capabilities.
Concerns
- OpenAI's declining market share and Nvidia's shift to training its own models indicate a potential loss of collaboration and innovation in the AI space.
- The perception that non-binding investment announcements are merely confidence scams raises concerns about the stability and trustworthiness of major AI players.
- OpenAI's prolonged bug resolution process reflects poorly on its operational efficiency, which could lead to user dissatisfaction and loss of trust in their products.
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Source
wsj.com
Published
January 31, 2026
Reading Time
2 minutes
Relevance Score
64/100
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