Nvidia CEO Clarifies Commitment to OpenAI Investment Amid Rumors

• February 4, 2026

Recent speculation in the tech media suggested a potential withdrawal by Nvidia from a planned major investment in OpenAI. The rumors centered around OpenAI’s exploration of alternatives to Nvidia’s AI accelerators for inference tasks, which sparked concerns about the stability of their collaboration. However, Jensen Huang, the founder and CEO of Nvidia, has publicly dispelled these claims, emphasizing that the company remains fully engaged with its investment intentions.

Nvidia Reaffirms Partnership with OpenAI

For days, reports circulated indicating that Nvidia might scale back or reconsider its commitment to infusing up to $100 billion into OpenAI. These conjectures arose after information emerged that OpenAI was seeking other hardware options beyond Nvidia’s GPUs for executing inference operations crucial to AI model deployment.

Addressing these rumors directly, Huang clarified that there is no friction or divergence in the relationship between Nvidia and OpenAI. He explained that preparations to proceed with the planned investment are ongoing and moving forward according to schedule. The comments serve to reassure stakeholders about the stability of one of the most significant partnerships shaping the future of artificial intelligence technology.

OpenAI, known for its cutting-edge AI research and deployment of models that require massive computational power, has historically relied heavily on Nvidia’s advanced GPUs as the backbone of its inference infrastructure. Attempts to diversify hardware suppliers are common in the industry to optimize performance and cost-efficiency, but they do not necessarily indicate a deterioration in commercial relations.

Nvidia’s chips continue to play a critical role in accelerating AI workloads globally, and the collaboration with OpenAI remains a key strategic component of its business. Huang’s reaffirmation of Nvidia’s commitment comes at a moment when the AI landscape is evolving rapidly, with many players reassessing hardware partnerships to address unique computational demands.

While specifics of the investment structure and timeline were not disclosed, Nvidia’s consistent support for OpenAI underscores the broader trend of hardware-software synergy pivotal to advancing artificial intelligence capabilities. This partnership exemplifies the interdependence between AI model developers and semiconductor manufacturers in driving innovation and expanding the technology’s reach.

In a market where rumors can quickly influence perceptions, Huang’s statements aim to stabilize expectations and highlight Nvidia’s ongoing dedication to supporting OpenAI’s mission. Both entities continue to be at the forefront of AI research and commercialization, leveraging their respective strengths to foster technological progress.

Nvidia’s Jensen Huang affirms ongoing plans to invest in OpenAI despite rumors of lost interest following hardware alternatives.