Nvidia’s $100 billion OpenAI deal has seemingly vanished (arstechnica.com)

Nvidia's ambitious $100 billion investment plan in OpenAI, announced in September 2025, appears to have unraveled as both companies have recently downplayed the commitment. Nvidia's CEO, Jensen Huang, clarified that the $100 billion figure was merely aspirational and not a binding agreement. This revelation coincided with reports that OpenAI has been seeking alternatives to Nvidia's GPU hardware due to dissatisfaction with the performance of certain models for inference tasks, which are critical for generating responses from AI systems. OpenAI's Codex, an AI code-generation tool, reportedly suffered from performance limitations attributed to Nvidia's infrastructure. The implications of this development are significant for the AI/ML community, as it raises questions about the reliability of existing hardware and partnerships crucial for AI advancements. The potential shift away from Nvidia's chips could impact the supply chain and competitive landscape in AI infrastructure, prompting other companies to innovate or pivot in response. As both Nvidia and OpenAI strive to stabilize their relationship amidst these challenges, the outcome will likely influence future collaborations and investment strategies in the rapidly evolving AI sector.