Nvidia's OpenAI investment may not be as big as once hoped, adding to a jittery tech trade
NvidiaNvidia(US:NVDA) MarketWatch·2026-02-02 03:24

Core Viewpoint - Nvidia's anticipated investment of up to $100 billion in OpenAI may not materialize as initially expected, leading to increased uncertainty in the tech sector [1] Group 1: Investment Plans - Nvidia announced plans in September to invest up to $100 billion in OpenAI, but later clarified that no definitive agreements had been established regarding this investment [1] - The investment plan has reportedly stalled due to internal doubts about OpenAI's future competitive positioning [1] Group 2: Market Reaction - The news of Nvidia's investment uncertainty has contributed to a jittery atmosphere among investors in artificial intelligence stocks, highlighting the gap between press-release expectations and actual developments [1] - Nvidia may consider a different approach to its investment in OpenAI by participating in the company's next large funding round instead of the previously proposed $100 billion commitment [1]

Nvidia's OpenAI investment may not be as big as once hoped, adding to a jittery tech trade - Reportify