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Nvidia is in talks to invest up to $30 billion in OpenAI, source says
| USA | general | ✓ Verified - cnbc.com

Nvidia is in talks to invest up to $30 billion in OpenAI, source says

#Nvidia #OpenAI #Investment #Artificial Intelligence #Funding Round #$30 Billion #$730 Billion Valuation #Tech Partnerships

📌 Key Takeaways

  • Nvidia in talks to invest up to $30 billion in OpenAI
  • Investment separate from September's $100 billion infrastructure deal
  • Funding round could value OpenAI at $730 billion pre-money
  • Total round expected to close at around $100 billion with multiple investors

📖 Full Retelling

Nvidia is in discussions to invest up to $30 billion in OpenAI as part of a funding round that could value the artificial intelligence startup at a $730 billion pre-money valuation, according to a source familiar with the matter confirmed by CNBC on February 19, 2026. The investment is separate from the $100 billion infrastructure agreement that OpenAI and Nvidia announced in September, with the $30 billion not tied to any deployment milestones unlike the previous deal which had a structured approach based on new supercomputing facilities coming online. Despite reports suggesting the $100 billion deal might be 'on ice,' Nvidia CEO Jensen Huang has stated there is 'no question' that the company would invest in OpenAI's next funding round, while OpenAI CEO Sam Altman has attempted to downplay concerns about any rift between the companies.

🏷️ Themes

AI Investment, Tech Partnerships, Funding Rounds

📚 Related People & Topics

OpenAI

OpenAI

Artificial intelligence research organization

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Nvidia

Nvidia

American multinational technology company

Nvidia Corporation ( en-VID-ee-ə) is an American technology company headquartered in Santa Clara, California. Founded in 1993 by Jensen Huang, Chris Malachowsky, and Curtis Priem, it develops graphics processing units (GPUs), systems on chips (SoCs), and application programming interfaces (APIs) for...

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Intelligence of machines

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Investment

Investment

Set of actions with the intent of earning profit

# Investment **Investment** is the strategic commitment of resources to an asset or endeavor with the expectation of generating profit, increasing value, or achieving a favorable return over a specified period. ### Definitions and Perspectives The concept of investment can be interpreted through ...

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Entity Intersection Graph

Connections for OpenAI:

🌐 Artificial intelligence 9 shared
🌐 ChatGPT 8 shared
👤 Wall Street 4 shared
🏢 Nvidia 4 shared
🏢 Anthropic 3 shared
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Deep Analysis

Why It Matters

Nvidia's potential $30B investment could push OpenAI’s valuation to $730B, reshaping the AI funding landscape and accelerating supercomputing infrastructure. It signals a deepening partnership that may influence competition among tech giants.

Context & Background

  • Nvidia and OpenAI previously announced a $100B infrastructure deal in September
  • The $30B investment is separate and not tied to deployment milestones
  • OpenAI is also seeking additional funding from other strategics like Amazon and Microsoft

What Happens Next

If finalized, the $30B could be deployed over several years, potentially aligning with Nvidia’s supercomputing milestones. The broader $100B funding round may close in two parts, with strategic investors contributing first.

Frequently Asked Questions

What is the difference between the $30B investment and the $100B infrastructure deal?

The $30B is a separate equity investment not tied to deployment milestones, while the $100B deal focuses on building supercomputing infrastructure.

Will Nvidia’s investment affect OpenAI’s valuation?

Yes, a $30B stake could support a pre‑money valuation of $730B for OpenAI.

Is the $30B investment final?

No, the deal is still in talks and subject to change.

Original Source
In this article NVDA MSFT Follow your favorite stocks CREATE FREE ACCOUNT Sam Altman, chief executive officer of OpenAI Inc., at the AI Impact Summit in New Delhi, India, on Thursday, Feb. 19, 2026. Prakash Singh | Bloomberg | Getty Images Nvidia is in discussions to invest up to $30 billion in OpenAI as part of a funding round that could value the artificial intelligence startup at a $730 billion pre-money valuation, CNBC has confirmed. The investment is separate from the $100 billion infrastructure agreement that OpenAI and Nvidia announced in September, according to a source familiar with the matter who asked not to be named because the discussions are confidential. The $30 billion is not tied to any deployment milestones, the person said. The September announcement, which rocked the tech sector and sparked a flurry of subsequent infrastructure deals , outlined a structure where Nvidia would invest in OpenAI over several years as it brought new supercomputing facilities online. A source told CNBC at the time that Nvidia's first investment of $10 billion would be deployed when its first gigawatt was completed. Nvidia's $30 billion investment in OpenAI is different from what was contemplated in September, but the company could still decide to invest in subsequent rounds that align with that framework, the person said. The $30 deal is not final and the details are still subject to change, the person said. The Financial Times was first to report the potential investment. Nvidia declined to comment. Questions about the status of OpenAI and Nvidia's $100 billion infrastructure agreement have been swirling in recent months, particularly after the Wall Street Journal reported in January that the deal was "on ice." watch now VIDEO 14:03 14:03 Nvidia CEO Jensen Huang: We're in the beginning of the largest infrastructure buildout in history Mad Money with Jim Cramer Nvidia had previously said in its quarterly financial report in November that there was " no assurance that w...
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