HEADLINE: Nvidia Weighs $30 Billion OpenAI Investment, Replacing Earlier Chip Supply Commitment
LEAD: Nvidia is considering a $30 billion investment in OpenAI as part of a funding round where the ChatGPT creator is seeking over $100 billion, according to Reuters. The move would replace Nvidia's prior commitment to supply OpenAI with chips for its datacenters.
BODY: The investment represents a strategic shift in how Nvidia is positioning itself within OpenAI's infrastructure buildout. In September 2025, Nvidia had committed to supply chips for OpenAI's datacenters; the new investment would effectively convert that supplier relationship into an equity stake.
OpenAI's $100 billion-plus funding round reflects intensifying capital demands in the AI sector. The round also signals continued institutional confidence in the company, which has already attracted partnerships with banking giants Santander, BBVA, and CommBank in 2025 to enhance their AI capabilities.
WHAT'S NEXT: Watch for formal announcement of the investment terms and whether other major tech firms follow with similar equity plays into AI infrastructure companies.
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