Nvidia's $100 billion OpenAI deal has seemingly vanished

February 5, 2026

TL;DR

Nvidia's proposed $100 billion investment in OpenAI's AI infrastructure is in doubt, with Nvidia's CEO stating it was "never a commitment."
OpenAI has reportedly sought alternatives to Nvidia chips, citing dissatisfaction with their speed for inference tasks, particularly with tools like Codex.
Nvidia CEO Jensen Huang has indicated a significant investment in OpenAI but clarified it would be "up to" a certain amount and not necessarily $100 billion.
OpenAI has made deals with competitors, including a $10 billion deal with Cerebras for computing capacity and a deal with AMD for GPUs.
OpenAI is also planning to develop a custom AI chip with Broadcom to reduce dependence on Nvidia.
Nvidia had previously struck a deal with Groq, acquiring the company's leadership and ending OpenAI's discussions with Groq.

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