Stock Markets February 1, 2026

Nvidia’s Huang Says Firm Will Make 'Huge' Investment in OpenAI, Rejects Claims of Discontent

CEO Jensen Huang confirms Nvidia will take a leading role in OpenAI’s fundraising while dismissing reports he is unhappy with the AI developer

By Jordan Park GOOGL AMZN
Nvidia’s Huang Says Firm Will Make 'Huge' Investment in OpenAI, Rejects Claims of Discontent
GOOGL AMZN

Nvidia Chief Executive Jensen Huang said in Taipei that the company will make a "huge" investment into OpenAI and dismissed reports that he was unhappy with the ChatGPT maker. Huang reiterated that OpenAI CEO Sam Altman is leading the fundraising and that Nvidia will be "absolutely" involved, describing OpenAI as one of the most consequential companies of our time. He also denied the investment would exceed the previously discussed $100 billion figure.

Key Points

  • Nvidia CEO Jensen Huang said the company will make a "huge" investment in OpenAI and denied reports that he was unhappy with the AI firm.
  • Nvidia previously announced plans in September to invest up to $100 billion in OpenAI; Huang said any final amount is for Sam Altman to announce and denied Nvidia would commit more than that figure.
  • Reports indicate other large tech firms, including Amazon, have been in talks to make sizable investments in OpenAI; OpenAI is seeking up to $100 billion in funding and has been described as being valued at about $830 billion.

TAIPEI, Jan 31 - Nvidia plans to make a "huge" investment in OpenAI, likely the largest the chipmaker has ever made, Chief Executive Jensen Huang said on Saturday, pushing back against reports that portrayed him as unhappy with the artificial intelligence company.

Huang reaffirmed Nvidia's commitment while speaking to reporters outside a Taipei restaurant after hosting the company's principal suppliers in Taiwan. He called it "nonsense" that he was displeased with OpenAI and expressed strong support for the team and its leadership.

"We are going to make a huge investment in OpenAI. I believe in OpenAI, the work that they do is incredible, they are one of the most consequential companies of our time and I really love working with Sam," Huang said, referring to OpenAI Chief Executive Sam Altman.

Huang said Altman is handling the process of closing the fundraising round and that Nvidia "will absolutely be involved." He added, "We will invest a great deal of money, probably the largest investment we’ve ever made." When asked if the commitment would exceed $100 billion, Huang replied, "No, no, nothing like that," and noted that it is Altman's decision to announce how much he intends to raise.

The exchange responds to reporting that the chipmaker's prior announcement in September - that it planned to invest up to $100 billion in OpenAI - had encountered internal skepticism and that the agreement was non-binding and not finalized. That reporting said some within the company had questioned the deal and that Huang had privately criticized OpenAI's business discipline and expressed concern about competition from Alphabet's Google and Anthropic.

Huang directly rejected the characterization that he was unhappy. He said OpenAI's work is "incredible" and reiterated the company's intention to be a major investor in the financing round. He emphasized his positive working relationship with Sam Altman and framed Nvidia's participation as substantial and supportive.

The public remarks come amid wider reports about the size and composition of OpenAI's potential fundraising. Amazon has been reported to be in talks to invest tens of billions of dollars in OpenAI, with figures discussed as high as $50 billion. OpenAI is seeking up to $100 billion in funding and has been valued in reporting at about $830 billion.

Huang's comments were made after he hosted a gathering of Nvidia's key suppliers in Taiwan, an event described by local media as a "trillion-dollar dinner" in reference to the combined market capitalizations of attendees, which included the world's largest contract chipmaker, TSMC.


Context and next steps

Huang left the amount OpenAI will ultimately raise to Altman but made clear Nvidia intends to be a major participant. He rejected suggestions that the original $100 billion framework was final or that his relationship with OpenAI's leadership had soured.

Risks

  • Internal uncertainty at Nvidia about the size and finality of the OpenAI arrangement could affect investor and supplier sentiment - impacts the semiconductor and AI hardware sectors.
  • Competition cited for OpenAI from companies like Google's parent Alphabet and Anthropic introduces business risk for OpenAI and could influence strategic decisions by investors - impacts the cloud, AI services, and tech competition landscape.
  • The fundraising process remains ongoing and non-finalized; the ultimate amount raised and investor mix are unresolved, creating uncertainty for markets and companies that would supply advanced chips - impacts AI infrastructure providers and chipmakers.

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