NVIDIA Reportedly Nears $30B OpenAI Investment
NVIDIA is reportedly close to investing $30 billion in OpenAI's latest mega funding round, according to sources cited by Reuters. The move would significantly deepen the strategic alignment between the world's leading AI chipmaker and the top large language model developer, further consolidating NVIDIA's influence over the AI hardware and software ecosystem.
- This investment is part of a larger funding round where OpenAI is seeking to raise over $100 billion, which would place its pre-money valuation at approximately $730 billion. - The $30 billion direct equity investment revises a previous, unformalized agreement from September 2025, which involved a much larger $100 billion commitment from NVIDIA tied to the deployment of AI computing infrastructure. - Other significant investors are reportedly participating in this mega-round, with SoftBank considering a $30 billion investment and Amazon potentially contributing up to $50 billion. - This capital infusion is critical for OpenAI's operational plans, as the company projects it will spend around $600 billion on computing infrastructure by 2030 to develop and run its advanced AI models. - The partnership between the two companies is not new; it dates back to 2016 when NVIDIA's CEO, Jensen Huang, personally delivered the first DGX supercomputer to OpenAI. - NVIDIA's dominant market position, holding an estimated 92% of the discrete graphics and AI GPU market as of 2025, has led to this deal attracting potential antitrust scrutiny from U.S. regulators. - The deepening financial ties between the primary AI chip supplier and the leading model developer could face investigation, similar to the scrutiny applied to Microsoft's relationship with OpenAI. - Despite immense operational costs, with an estimated annual burn rate of over $17 billion, OpenAI's annualized revenue surpassed $20 billion in 2025, a significant increase from previous years.
