Tuesday, December 2, 2025

Nvidia Alerts Investors About $100 Billion OpenAI Investment: Highlighting Key Differences

Nvidia is considering a significant $100 billion investment in OpenAI, as highlighted in its latest quarterly report. However, the chipmaker cautioned investors that there are no guarantees regarding definitive agreements for the investment. Nvidia’s statement follows a previous announcement from CEO Jensen Huang and OpenAI’s Sam Altman, indicating the investment would commence in 2026, coinciding with the operational launch of OpenAI’s AI supercomputing centers. Additionally, Nvidia confirmed its $5 billion investment in Intel and a commitment of up to $10 billion in Anthropic. OpenAI aims to achieve $20 billion in annual revenue by the end of the year and forecasts hundreds of billions by 2030, focusing on massive infrastructure growth. As OpenAI expands its capabilities, it is also set to deploy AMD’s Instinct GPUs, marking a significant partnership amidst competitive discussions with Nvidia. Despite ongoing uncertainties, Nvidia remains optimistic about the collaboration with OpenAI, focusing on strategic growth opportunities in AI.

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