Nvidia CEO questions OpenAI’s business discipline as $100 billion Investment deal stalls

Reports indicate that Nvidia’s plan to commit up to $100 billion to support OpenAI’s computing needs has paused, raising questions about the future of their close relationship.

The deal was first revealed in September 2025. Nvidia aimed to provide funds and advanced chips to help OpenAI build large-scale data centers capable of handling at least 10 gigawatts of power. This setup would allow the AI company to train and operate next-generation models.

The investment would roll out in stages, tied to the deployment of new systems. At the time, Nvidia’s leader, Jensen Huang, described the project as one of the largest computing efforts ever and sided with OpenAI’s rapid growth.

However, progress has slowed. The initial agreement was not binding, and internal concerns at Nvidia have led to a rethink. Sources familiar with the matter report that Huang has shared private doubts with colleagues.

The CEO of Nvidia has pointed to a lack of strict discipline in OpenAI’s overall business methods. Huang also expressed worries about strong rivals, such as Google’s AI tools and Anthropic’s developments, which could challenge its position.

This shift comes as OpenAI pushes for major new funding. The company is working to secure tens of billions from various investors, with goals that could push its valuation much higher—potentially preparing for a public listing by late 2026.

The company has already lined up significant commitments for computing resources, but these come with high costs. Past efforts include large-scale partnerships for chip access and data center expansion. Talks with other firms, like Amazon and SoftBank, show ongoing interest in backing OpenAI’s ambitious plans.

Despite the pause on the original large-scale investment, both companies stress their ongoing ties. Nvidia has supplied key technology to OpenAI for years, powering many of its breakthroughs. Representatives from both sides note that collaboration continues, though on adjusted terms.

A smaller equity stake from Nvidia in OpenAI’s current funding round remains under discussion.
The situation highlights the risks in AI’s high-stakes environment.

Massive spending on infrastructure is essential, but execution requires careful planning. Huang’s comments underscore the need for a solid business structure amid ever-growing competition and enormous financial demands.