In September 2025, Nvidia and OpenAI announced a letter of intent for Nvidia to invest up to $100 billion in OpenAI’s AI infrastructure. At the time, the companies said they expected to finalize details “in the coming weeks.” Five months later, no deal has closed, Nvidia’s CEO now says the $100 billion figure was “never a commitment,” and Reuters reports that OpenAI has been quietly seeking alternatives to Nvidia chips since last year.
Reuters also wrote that OpenAI is unsatisfied with the speed of some Nvidia chips for inference tasks, citing eight sources familiar with the matter. Inference is the process by which a trained AI model generates responses to user queries. According to the report, the issue became apparent in OpenAI’s Codex, an AI code-generation tool. OpenAI staff reportedly attributed some of Codex’s performance limitations to Nvidia’s GPU-based hardware.
After the Reuters story published and Nvidia’s stock price took a dive, Nvidia and OpenAI have tried to smooth things over publicly. OpenAI CEO Sam Altman posted on X: “We love working with NVIDIA and they make the best AI chips in the world. We hope to be a gigantic customer for a very long time. I don’t get where all this insanity is coming from.”
This is an intriguing development in the tech world. Nvidia’s plans with OpenAI were highly anticipated, and it’s interesting to see how things unfold. Looking forward to more updates on this situation!
Absolutely, it’s definitely a noteworthy shift! Nvidia’s investment had the potential to reshape AI development significantly. It will be interesting to see how this affects their future partnerships and innovations in the industry.
You’re right, it was a significant move! It’s interesting to consider how this change might impact the competitive landscape in AI development, especially with other tech giants also vying for leadership in the space.