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Nvidia Pulls Plug on Historic AI Partnership
In a stunning development that has sent shockwaves through the artificial intelligence industry, Nvidia has reportedly canceled its planned $100 billion investment in OpenAI. According to a Wall Street Journal report, the chipmaking giant has backed away from what would have been one of the largest technology deals in history, citing internal doubts about the scale and structure of the proposed partnership.
Doubts Emerge Over Deal Structure
The ambitious deal, first announced in September 2025, would have seen Nvidia invest up to $100 billion while building 10 gigawatts of computing infrastructure for OpenAI – an amount of power comparable to what an entire city like New York consumes. The partnership was designed to give OpenAI unprecedented access to Nvidia's cutting-edge AI hardware, which powers most of the world's advanced artificial intelligence systems.
However, sources familiar with the matter indicate that Nvidia executives began questioning the massive scale of the investment and the business arrangement's sustainability. 'There were concerns about whether this level of investment made strategic sense given the competitive landscape,' one industry insider told reporters.
Nvidia CEO Denies Reports, Confirms Smaller Investment
In a surprising twist, Nvidia CEO Jensen Huang has publicly denied reports of friction between the two companies. Speaking in Taipei on January 31, 2026, Huang called suggestions of his dissatisfaction 'nonsense' and confirmed that Nvidia will 'definitely participate' in OpenAI's latest funding round.
'OpenAI is one of the most consequential companies of our time,' Huang stated emphatically. 'We will absolutely be involved with a significant investment, but nothing like the $100 billion that was reported.'
According to Fortune, Huang described the upcoming investment as potentially 'the largest we've ever made' but clarified it would be substantially smaller than the previously discussed $100 billion figure.
OpenAI's Massive Funding Round Continues
Despite the setback with Nvidia, OpenAI continues its ambitious fundraising efforts, seeking to raise up to $100 billion in its latest round. The company, which was valued at $500 billion in October 2025 following a $6.6 billion share sale, is reportedly in talks with multiple major technology companies.
Amazon is said to be considering an investment of up to $50 billion, while Microsoft – which has already invested over $13 billion in OpenAI – may also participate. These potential deals have raised questions about circular investment patterns in the AI industry, where companies invest in businesses that then purchase their products and services.
Industry Implications and Future Outlook
The development highlights the complex dynamics shaping the rapidly evolving AI sector. Nvidia, which controls more than 80% of the market for GPUs used in training AI models, remains deeply committed to the AI ecosystem. The company recently announced a $2 billion investment in CoreWeave, a cloud provider that's also a major customer for Nvidia chips.
OpenAI, founded in 2015 with the mission to develop safe artificial general intelligence, continues to be a central player in the AI revolution. The company's ChatGPT launch in November 2022 catalyzed widespread interest in generative AI and established OpenAI as a leader in the field.
As the AI industry matures, strategic partnerships and investments will continue to shape its trajectory. While the $100 billion megadeal may be off the table, both Nvidia and OpenAI remain key architects of our AI-powered future.
