Nvidia Chief Rejects Claims of Stalled $100B OpenAI Deal - AI News Today Recency

# Nvidia Chief Rejects Claims of Stalled $100B OpenAI Deal

Nvidia CEO Jensen Huang has firmly dismissed reports suggesting the company's massive investment commitment to OpenAI is faltering, calling recent claims of friction between the two companies "nonsense."[2] The denial comes just hours after The Wall Street Journal published a story alleging that Nvidia was considering scaling back its unprecedented $100 billion investment pledge and reconsidering the scope of its partnership with the AI leader.

The strategic partnership between Nvidia and OpenAI represents one of the most significant collaborations in artificial intelligence infrastructure development. Under the September 2025 agreement, Nvidia committed to investing up to $100 billion while simultaneously building 10 gigawatts of computing infrastructure for OpenAI's next-generation AI systems.[1][3] This massive undertaking is designed to support OpenAI's mission to develop superintelligence while leveraging Nvidia's cutting-edge hardware and software capabilities.

The Partnership's Ambitious Scope and Timeline

The collaboration between Nvidia and OpenAI targets the deployment of at least 10 gigawatts of Nvidia systems, representing millions of GPUs for OpenAI's infrastructure needs.[1] The first phase of this deployment is scheduled to come online in the second half of 2026, utilizing Nvidia's Vera Rubin platform.[1] This timeline underscores the urgency and scale of the project, as both companies race to build the computational capacity necessary for advanced AI model training and deployment.

OpenAI, which now boasts over 700 million weekly active users with strong adoption across enterprises, small businesses, and developers, requires unprecedented computing resources to advance its artificial general intelligence objectives.[1] The partnership positions Nvidia as OpenAI's preferred strategic compute and networking partner, with both companies committed to co-optimizing their roadmaps for hardware, software, and infrastructure solutions.[1]

Huang's Strong Defense and Investment Commitment

During a visit to Taipei, Nvidia CEO Jensen Huang responded to the Wall Street Journal's report by reaffirming his company's unwavering commitment to OpenAI.[2] According to Bloomberg, Huang stated that Nvidia will "definitely participate" in OpenAI's latest funding round "because it's such a good investment," emphasizing that his company will "invest a great deal of money."[2] His remarks reflect confidence in OpenAI's trajectory and the strategic value of the partnership.

"I believe in OpenAI. The work that they do is incredible. They're one of the most consequential companies of our time," Huang declared.[2] These comments directly counter the Wall Street Journal's assertions that Huang has privately criticized OpenAI's business strategy and expressed concerns about competitors like Anthropic and Google.[2] An OpenAI spokesperson reinforced the partnership's importance, telling the WSJ that Nvidia "has underpinned our breakthroughs from the start, powers our systems today, and will remain central as we scale what comes next."[2]

Clarifying the Non-Binding Nature of the Deal

While Huang emphasized Nvidia's commitment, it's important to note that the September 2025 memorandum between the two companies is non-binding in nature.[3] The Wall Street Journal reported that Huang has begun emphasizing this non-binding aspect, though this appears to reflect legal precision rather than a lack of commitment.[2] Recent discussions between the companies have reportedly focused on structuring the investment, with some negotiations potentially involving equity investments in the tens of billions of dollars range rather than the full $100 billion infrastructure deployment initially outlined.[2]

Despite the non-binding framework, both companies continue actively working through the partnership details.[2] The broader ecosystem supporting this infrastructure buildout includes collaborations with Microsoft, Oracle, SoftBank, and Stargate partners, all focused on creating the world's most advanced AI infrastructure.[1] This collaborative approach suggests that the partnership extends beyond a simple bilateral agreement, encompassing an industry-wide effort to advance AI capabilities.

Frequently Asked Questions

What is the Nvidia-OpenAI strategic partnership about?

The partnership, announced in September 2025, commits Nvidia to investing up to $100 billion in OpenAI while building at least 10 gigawatts of computing infrastructure using Nvidia systems.[1] This deployment will support OpenAI's next-generation AI infrastructure for training and running advanced models on the path to superintelligence.[1]

When will the first phase of infrastructure deployment come online?

The first phase is targeted to come online in the second half of 2026, utilizing Nvidia's Vera Rubin platform.[1]

Is the partnership agreement binding?

No, the partnership is based on a non-binding memorandum of intent signed in September 2025.[3] However, both companies are actively working through the details and remain committed to the collaboration.[2]

Why did the Wall Street Journal report friction between the companies?

The Wall Street Journal claimed that Nvidia CEO Jensen Huang was looking to scale back the investment and had privately criticized OpenAI's business strategy.[2] However, Huang dismissed these claims as "nonsense" and reaffirmed his commitment to significant investment in OpenAI.[2]

How much of the $100 billion will Nvidia actually invest?

Nvidia intends to invest up to $100 billion progressively as each gigawatt of computing infrastructure is deployed.[1] Recent reports suggest negotiations may involve equity investments in the tens of billions of dollars range, though the exact structure is still being finalized.[2]

Who else is involved in supporting OpenAI's infrastructure expansion?

The partnership is complemented by work with a broad network of collaborators, including Microsoft, Oracle, SoftBank, and Stargate partners, all focused on building advanced AI infrastructure.[1]