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Nvidia considering $30 million investment in OpenAI – Reuters

Nvidia shifts from chip supplier to equity investor in OpenAI's $100B+ funding round

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By Sam AdlerVerifiedFeb 20, 2026 · 7:13 AM ET·Updated Feb 25·1 min read
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HEADLINE: Nvidia Weighs $30 Billion OpenAI Investment, Replacing Earlier Chip Supply Commitment

LEAD: Nvidia is considering a $30 billion investment in OpenAI as part of a funding round where the ChatGPT creator is seeking over $100 billion, according to Reuters. The move would replace Nvidia's prior commitment to supply OpenAI with chips for its datacenters.

BODY: The investment represents a strategic shift in how Nvidia is positioning itself within OpenAI's infrastructure buildout. In September 2025, Nvidia had committed to supply chips for OpenAI's datacenters; the new investment would effectively convert that supplier relationship into an equity stake.

OpenAI's $100 billion-plus funding round reflects intensifying capital demands in the AI sector. The round also signals continued institutional confidence in the company, which has already attracted partnerships with banking giants Santander, BBVA, and CommBank in 2025 to enhance their AI capabilities.

WHAT'S NEXT: Watch for formal announcement of the investment terms and whether other major tech firms follow with similar equity plays into AI infrastructure companies.

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Key Takeaways
Nvidia is considering a $30 billion investment in OpenAI as part of a funding round where the ChatGPT creator is seeking over $100 billion
The investment represents a strategic shift in how Nvidia is positioning itself within OpenAI's infrastructure buildout
In September 2025, Nvidia had committed to supply chips for OpenAI's datacenters; the new investment would effectively convert that supplier relationship into an equity stake
CompaniesNvidiaNVDAOpenAISantanderSANBBVABBVACommBankCBA
Key Figures
$30B investmentNvidia's proposed investment in OpenAI
$100B funding_roundOpenAI's total funding round target
Originally Reported By
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Finextra
finextra.com/newsarticle/47331/nvidia-considering-30-million-investment-in-openai---reuters?utm_medium=rssfinextra&utm_source=finextrafeed
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Written By
Sam Adler
Finance and technology correspondent covering the intersection of AI and corporate finance. More from Sam →
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