The $100B megadeal between OpenAI and Nvidia is on ice

Exclusive | The $100 Billion Megadeal Between OpenAI and Nvidia Is on Ice

wsj.com

January 31, 2026

2 min read

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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.

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Community Sentiment

Negative

Positives

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.