Nvidia Pivots To $30 Billion Direct Stake In OpenAI, Decoupling From $100B Milestone Plan As Sam Altman Hopes To Remain 'Gigantic Customer' - NVIDIA (NASDAQ:NVDA)

Nvidia Corp. (NASDAQ:NVDA) has entered the final stages of a landmark $30 billion equity investment in OpenAI, effectively replacing a massive $100 billion infrastructure agreement that had been the subject of intense market speculation.A Strategic DecouplingThe $30 billion deal, confirmed by sources close to the negotiations, marks a significant pivot from the “non-binding” letter of intent signed in September 2025.That original plan contemplated a $100 billion investment tied to the deployment of 10 gigaw ...