Nvidia Corp. (NASDAQ: NVDA) is finalizing a historic $30 billion equity investment in OpenAI, marking a strategic shift from a previously speculated $100 billion infrastructure deal. This new commitment, confirmed by insider sources, is a direct investment in OpenAI’s funding round, now valued at $730 billion pre-money. Unlike the earlier non-binding agreement from September 2025, this investment is not tied to deployment milestones, offering both companies greater flexibility in the evolving AI sector.
CEO Sam Altman highlighted OpenAI’s intent to remain a significant Nvidia customer, despite exploring internal chip designs. OpenAI’s revenue exceeded $20 billion in 2025, alleviating concerns regarding its financial sustainability. Altman emphasized the remarkable momentum in AI, referencing it as the largest infrastructure buildout in history. Nvidia’s direct stake is viewed positively in the market, validating tech stocks and removing prior capital commitment concerns for regulators and executives alike.
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