Nvidia Trims OpenAI Deal to $30 Billion, Keeps GPU Demand Intact

Nvidia is finalizing a $30 billion investment in OpenAI, replacing an earlier plan for a $100 billion multi-year partnership. The move would be part of OpenAI’s latest funding round, which could value the company at roughly $830 billion, and much of the capital is expected to be reinvested into AI infrastructure, including Nvidia’s GPUs.

Shifting from a potential $100 billion commitment to a $30 billion equity stake changes Nvidia’s risk profile: rather than funding massive infrastructure directly, the company gains ownership exposure while maintaining secured demand for its hardware. The stock fell to around $177 in early February — a six-week low — amid uncertainty over the original deal, concerns about US export restrictions on AI chips to China, and questions about the sustainability of AI spending.

United States; China

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