OpenAI Chief Executive Sam Altman on Monday evening reiterated the company’s preference to continue purchasing large volumes of Nvidia hardware, pushing back on a wave of reporting that suggested tension between the AI startup and the chipmaker.
Posting on X, Altman said:
"We love working with NVIDIA and they make the best AI chips in the world. We hope to be a gigantic customer for a very long time,"and added,
"I don’t get where all this insanity is coming from,"although he did not explicitly tie that comment to any single report.
Altman’s post followed media reports that OpenAI had been dissatisfied with certain of Nvidia’s latest AI chips and had been exploring alternative suppliers since at least 2025. Those reports also referenced further complications after a previously reported plan for Nvidia to invest $100 billion in OpenAI stalled.
Nvidia’s chief executive Jensen Huang commented over the weekend that the proposed investment was "never a commitment," while also saying the company still intends to invest a "great deal of money" in OpenAI. The investment proposal in question was announced in September 2025.
Since that announcement, OpenAI has entered hardware agreements with rival suppliers, including AMD and other chipmakers, for processors described as potential competitors to Nvidia’s offerings.
The stalled investment had prompted questions about circular investment dynamics, given that Nvidia is also OpenAI’s largest supplier of AI processors. Those concerns were raised in public reporting alongside the coverage of the investment discussions.
Taken together, the sequence of reports, corporate statements, and new supplier deals has highlighted frictions in the commercial and financial links between a leading AI startup and a dominant chip supplier. OpenAI’s public remarks emphasize the company’s continuing commitment to a strong commercial relationship with Nvidia even as it secures additional processor sources.
Background details included in reports:
- Reports said OpenAI had been unhappy with certain Nvidia AI chips and had been seeking alternatives since at least 2025.
- A proposed Nvidia investment of $100 billion in OpenAI, announced in September 2025, has reportedly stalled.
- Jensen Huang said the investment was never a commitment but that Nvidia will still invest a substantial amount in OpenAI.
- OpenAI has since signed deals with AMD and other chipmakers for processors that could rival Nvidia’s offerings.