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(Image credit: Nvidia) Share Share by: Copy link Facebook X Whatsapp Reddit Pinterest Flipboard Email Share this article 3 Join the conversation Follow us Add us as a preferred source on Google Nvidia and OpenAI inked a memorandum of understanding (MOU) in September 2025, signaling the former’s intent to build data centers capable of delivering 10 gigawatts of compute power for the latter to lease, and to invest $100 billion in the AI company to help fund it. However, several months have passed since that announcement, and it seems the deal is going nowhere. OpenAI had hoped to seal the deal a few weeks after the initial agreement, but sources told The Wall Street Journal that the talks have largely stalled since then.
It seems both parties are rethinking the deal terms, although OpenAI could still receive tens of billions of dollars from Nvidia through an equity investment. According to the publication, Nvidia CEO Jensen Huang has been privately telling his peers that the $100 billion MOU isn’t binding and is still subject to change.
Furthermore, although Huang said that OpenAI is “likely going to be the next multi-trillion-dollar hyperscaler company,” he has also been quietly criticizing the AI company’s approach to its business. People familiar with the matter say that the Nvidia CEO is concerned about the company's lack of business discipline and competition from Anthropic and Google . An analyst actually seems to agree with the leather-clad CEO, predicting that the company could run out of cash by mid-2027 .
Anthropic signs $30 billion deal with Amazon to deploy Claude on AWS
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/tech-industry/artificial-intelligence/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/artificial-intelligence/nvidias-plan-to-invest-usd100-billion-in-openai-appears-unlikely-jensen-reportedly-criticizing-openais-business-decisions-in-private-discussions#main
- https://www.tomshardware.com
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Informational only. No financial advice. Do your own research.