Core Viewpoint - Nvidia CEO Jensen Huang dismissed reports of friction with OpenAI as "nonsense," emphasizing the ongoing partnership and investment plans between the two companies [1][3]. Group 1: Investment Plans - Nvidia announced a plan to invest up to $100 billion in OpenAI and build 10 gigawatts of computing infrastructure for the AI company [1]. - Recent discussions between Nvidia and OpenAI have shifted towards a potential equity investment of "tens of billions of dollars," indicating a reevaluation of their financial commitments [2]. - Huang confirmed Nvidia's intention to participate in OpenAI's latest funding round, highlighting the investment as a "good investment" [3]. Group 2: Relationship Dynamics - Huang has privately criticized OpenAI's business strategy and expressed concerns about competitors like Anthropic and Google, suggesting a more cautious approach to the partnership [2]. - An OpenAI spokesperson stated that both companies are "actively working through the details of our partnership," reaffirming Nvidia's critical role in OpenAI's operations [3]. - Huang praised OpenAI's work, calling it "incredible" and one of the most consequential companies of our time, indicating a strong belief in the partnership's potential [4].
Nvidia CEO pushes back against report that his company’s $100B OpenAI investment has stalled