Nvidia Nears Completion of $30 Billion Investment in OpenAI, FT Says

• The $30 billion investment replaces a larger $100 billion commitment that was agreed upon between Nvidia and OpenAI in the previous year
• The deal is part of OpenAI's new funding round, suggesting a restructuring of the financial relationship between the chip maker and AI company
• Reuters has not independently verified the Financial Times report

Summary: Nvidia Nears $30 Billion OpenAI Investment

Key Development:

Nvidia is reportedly close to finalizing a $30 billion investment in OpenAI, according to the Financial Times. This deal would replace a previously agreed $100 billion long-term commitment between the two companies from last year, as part of OpenAI's new funding round.

Companies Involved:

• Nvidia: Leading semiconductor and AI chip manufacturer
• OpenAI: Artificial intelligence start-up (developer of ChatGPT)

Financial Details:

• New investment: $30 billion
• Previous commitment: $100 billion (long-term)
• The reduced figure suggests a restructured deal rather than an expanded commitment

Market Implications:

This investment underscores Nvidia's strategic positioning in the AI ecosystem, deepening its relationship with one of the sector's most prominent players. The restructured deal may indicate:

• A more immediate, concrete investment approach versus long-term commitments
• Continued strong capital flows into AI infrastructure and development
• Nvidia's dual role as both AI hardware provider and strategic investor in the space

Status:

The deal is nearing completion but has not been finalized. Reuters could not independently verify the FT report at the time of publication (February 19, 2026).

Sector Context:

The investment reinforces the massive capital requirements driving AI development and highlights the deepening integration between AI chip manufacturers and AI application developers. This strategic partnership positions both companies at the center of the ongoing AI revolution, with Nvidia potentially securing preferential access or collaboration with OpenAI's advancing technology.