What Altman mentioned
In a put up on X on Tuesday, February 3, OpenAI Chief Government wrote, “We love working with NVIDIA, they usually make the most effective AI chips on this planet. We hope to be a huge buyer for a really very long time.” Addressing the swirl of hypothesis, he added, “I do not get the place all this madness is coming from.”
Why Altman mentioned this
Altman posted on X to counter a Reuters report claiming that OpenAI was dissatisfied with NVIDIA’s chips and has been in search of options since final yr, in line with eight individuals accustomed to the state of affairs.
This resolution by OpenAI to search for options within the inference chip market is a key take a look at of Nvidia’s AI dominance, coming as the 2 firms are in funding negotiations. NVIDIA reportedly deliberate a $100 billion funding in OpenAI in September to realize an fairness stake and fund OpenAI’s chip purchases. The deal was anticipated to shut inside weeks however was delayed for months, Reuters reported.
What Jensen mentioned
Talking with reporters in Taiwan, Nvidia CEO Jensen Huang
mentioned that it’s ‘nonsense’ to say he’s sad with OpenAI, including that the $100 billion was “by no means a dedication.”
“I imagine in OpenAI. The work that they do is unimaginable—they’re one of the crucial consequential firms of our time, and I actually love working with Sam. Sam is closing the spherical, and we are going to completely be concerned. We are going to make investments quite a lot of cash, most likely the biggest funding we’ve ever made,” he mentioned.
Requested if the funding could be $100 billion, he added, “No, no, nothing like that,” and that Altman will decide the fundraising.
The $100 billion megadeal – The place it stands now
Whereas each CEOs are publicly supportive, the deal’s construction is shifting. In line with a January 2026 report within the Wall Avenue Journal, Nvidia’s potential $100 billion funding in OpenAI has stalled resulting from inner considerations concerning the deal.
Whereas the deal is stalled, Nvidia is continuing with a separate fairness funding as a part of OpenAI’s effort to boost $100 billion from a number of companions.
As per an earlier The Wall Avenue Journal report, Amazon and SoftBank are reportedly in talks to speculate tens of billions of {dollars} within the spherical.
In current months, Huang has privately clarified that the preliminary $100 billion settlement was a non-binding proposal quite than a finalised dedication. Past the deal’s construction, Huang has reportedly expressed scepticism relating to OpenAI’s enterprise self-discipline and voiced considerations concerning the intense aggressive strain the corporate faces from rivals like Google and Anthropic, individuals accustomed to the matter mentioned.
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