Nvidia Nears $30 Billion Investment in OpenAI

The chipmaker aims to take a stake in one of its largest customers, signalling a deepening financial and strategic link between the two companies.

OpenAI is pursuing more than $100 billion in this funding round, which would value the ChatGPT creator at roughly $830 billion, making it one of the largest private capital raises in history.

SoftBank Group and Amazon are expected to join the round, according to previous reports. This collaboration underscores the increasingly intertwined ecosystem of AI, where chip suppliers, cloud providers, and model developers are investing directly in each other to accelerate innovation.

The planned $30 billion investment supersedes a September commitment under which Nvidia had pledged up to $100 billion to support OpenAI’s use of its chips in data centres, according to the Financial Times. Nvidia declined to comment when approached by Reuters.

Earlier, the chipmaker had intended to invest an initial $10 billion once OpenAI finalised purchases of Nvidia systems, but reaching a definitive agreement took longer than expected.

Much of the new capital will fund OpenAI’s acquisition of Nvidia chips, which power both training and deployment of its artificial intelligence models, an anonymous source confirmed.

This move positions Nvidia not just as a supplier, but as a strategic investor in the AI infrastructure that will shape the sector’s future. What if OpenAI scales faster than anticipated—could this tie reshape the competitive landscape for chipmakers and cloud providers alike? The industry is watching closely.

Author: George Nathan Dulnuan