Talk of growing tension between Nvidia and OpenAI is being firmly shut down by Nvidia CEO Jensen Huang. Speaking over the weekend, Huang dismissed recent media reports suggesting friction between the two AI powerhouses, calling the claims “nonsense” and reiterating Nvidia’s strong belief in OpenAI’s future.
The comments follow a report published late Friday by The Wall Street Journal, which claimed Nvidia was reconsidering the scale of its financial commitment to OpenAI. According to the report, Huang had begun emphasizing that Nvidia’s previously announced plans were nonbinding and had privately raised concerns about OpenAI’s long-term business strategy and rising competition from rivals like Anthropic and Google.
Where the Rumors Started
Back in September, Nvidia and OpenAI unveiled an ambitious plan that sent shockwaves through the AI industry. Under the proposal, Nvidia would invest up to $100 billion in OpenAI while also helping build as much as 10 gigawatts of AI computing infrastructure—an unprecedented scale aimed at powering next-generation models.
The Wall Street Journal report suggested that the relationship was being “rethought,” with newer discussions centered on a smaller—but still enormous—equity investment in the tens of billions of dollars. That framing sparked speculation that Nvidia was cooling on the partnership.
Huang, however, wasted little time pushing back.
“We Will Definitely Participate”
According to Bloomberg, reporters questioned Huang about the alleged rift during a visit to Taipei. His response was unequivocal.
“We will definitely participate [in OpenAI’s funding round] because it’s such a good investment,” Huang said, according to Bloomberg. “I believe in OpenAI. The work that they do is incredible. They’re one of the most consequential companies of our time.”
While Huang declined to specify how much Nvidia plans to invest, he made it clear that the company has no intention of stepping away. Instead, he deferred to OpenAI leadership, saying the details should come directly from Sam Altman.
“Let Sam announce how much he’s going to raise—it’s for him to decide,” Jensen Huang added.
OpenAI Responds
OpenAI also sought to calm the waters. A spokesperson told The Wall Street Journal that the two companies are “actively working through the details of our partnership,” emphasizing that Nvidia has been foundational to OpenAI’s progress so far.
“Nvidia has underpinned our breakthroughs from the start, powers our systems today, and will remain central as we scale what comes next,” the spokesperson said.
That statement aligns with industry reality: Nvidia’s GPUs remain the backbone of large-scale AI training and inference, making the partnership strategically vital for OpenAI as it continues to push model size and capability.
A Funding Round That Could Reshape AI
The debate comes as OpenAI reportedly explores one of the largest funding rounds in tech history. The Wall Street Journal reported in December that OpenAI is targeting as much as $100 billion in new capital. Separately, The New York Times said this week that major players—including Nvidia, Amazon, Microsoft, and SoftBank—are all in talks about potential investments.
If finalized, the round would further cement OpenAI’s position at the center of the global AI race, while deepening ties with infrastructure providers capable of supporting massive compute demands.
Why the Nvidia–OpenAI Relationship Matters
Despite headlines hinting at tension, the bigger picture suggests strategic alignment rather than conflict. Nvidia benefits from OpenAI’s rapid growth, which drives demand for its chips and data center solutions. OpenAI, in turn, relies on Nvidia’s hardware expertise to scale its models reliably.
In that context, reports of a collapsing partnership appear overstated. Huang’s remarks suggest that while deal structures may evolve—as they often do at this scale—the core relationship remains intact.
For now, one thing is clear: the Nvidia OpenAI investment story is far from unraveling. If anything, it highlights just how high the stakes have become as AI leaders compete to define the next decade of technology.
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