Insiders: Nvidia's $100 billion partnership agreement with OpenAI is stalled

1월 31, 2026 12:06:03

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According to Global Network reports, informed sources revealed that Nvidia originally planned to invest up to $100 billion (approximately 696.456 billion yuan) in OpenAI for training and running the latest artificial intelligence models. However, due to internal doubts within the company, this highly anticipated deal is currently at a standstill.

In September last year, Nvidia and OpenAI publicly announced their collaboration at Nvidia's headquarters in Santa Clara, California. At that time, the two parties signed a memorandum of understanding, with Nvidia committing to build at least 10 GW of computing power for OpenAI and investing up to $100 billion to help cover related costs, while OpenAI agreed to lease Nvidia chips. OpenAI expected negotiations to be finalized quickly, but as of now, discussions remain in the early stages. Currently, both parties are reassessing the prospects for collaboration, and the latest proposal may shift towards a dollar equity investment in OpenAI's current funding round.

Informed sources further revealed that Nvidia CEO Jensen Huang has privately emphasized in recent months that the initial $100 billion agreement is not binding and is far from finalized. He also criticized OpenAI for lacking sufficient discipline in commercial advancement and expressed concerns about its strong competition with rivals like Anthropic. In response, an OpenAI spokesperson stated, "The details of the collaboration are still being advanced. Nvidia's technology has supported our breakthroughs from the very beginning and drives the current system, and it will remain central as we scale in the future."

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