MaFor CFO

Nvidia reportedly plans to invest $30bn in OpenAI’s next funding round

Nvidia's $30B equity stake marks shift from failed $100B deal structure

The Ledger Signal | Alert

Feb 20, 2026·1 min read

Needs Review

Why This Matters

Why this matters: Major tech infrastructure investments signal capital allocation trends and potential vendor concentration risks that CFOs must monitor for strategic planning.

HEADLINE: Nvidia Plans $30B Investment in OpenAI Funding Round, Sources Say

LEAD: Nvidia is reportedly planning to invest $30 billion in OpenAI's next funding round, taking an equity stake in the AI company after a previous funding arrangement dissolved earlier this month.

BODY: The chip manufacturer's investment would represent a significant capital commitment to OpenAI at a time when the startup is raising new funds. The move comes after an earlier deal structure—valued at $100 billion—fell apart earlier in February.

The investment would give Nvidia equity in OpenAI, marking a shift from the previous arrangement. The timing underscores the intense competition for AI infrastructure investment and Nvidia's strategic interest in maintaining close ties with one of the sector's most prominent AI developers.

WHAT TO WATCH: Confirmation of the deal terms and whether other investors participate in the round alongside Nvidia.

NOTE TO EDITOR: Source material is limited to the headline and partial article text from The Guardian. Additional reporting on deal structure, timeline, and OpenAI's valuation targets would strengthen this story.

Originally Reported By

The Guardian

theguardian.com

Why We Covered This

Strategic equity investments in AI infrastructure vendors represent material capital commitments that affect vendor relationships, technology roadmaps, and potential conflicts of interest in procurement decisions.

Key Takeaways

Nvidia is reportedly planning to invest $30 billion in OpenAI's next funding round, taking an equity stake in the AI company after a previous funding arrangement dissolved earlier this month.

The investment would give Nvidia equity in OpenAI, marking a shift from the previous arrangement.

The timing underscores the intense competition for AI infrastructure investment and Nvidia's strategic interest in maintaining close ties with one of the sector's most prominent AI developers.

CompaniesNvidia(NVDA)OpenAI

Key Figures

$30B investmentNvidia's planned equity investment in OpenAI funding round$100B investmentPrevious funding arrangement that dissolved in early February

Key DatesPublication:2026-02-20Event:2026-02-01

Affected Workflows

Vendor ManagementInfrastructure CostsBudgeting

#AI #The Ledger Signal

WRITTEN BY