Nvidia's next big AI investment – revealed

Core Viewpoint - Nvidia is reportedly finalizing a $30 billion investment in OpenAI, which is part of a larger $100 billion funding round aimed at significantly increasing OpenAI's valuation to $830 billion [2][3]. Group 1: Investment Details - Nvidia's investment of $30 billion is expected to be used primarily for purchasing Nvidia chips, raising concerns about the circular nature of the deal [4][5]. - The investment is part of OpenAI's broader strategy to secure $100 billion in funding from multiple sources, including SoftBank and Amazon [3]. Group 2: Financial Projections - OpenAI is projected to incur a loss of $14 billion in 2026, despite expectations of revenue soaring to $100 billion by 2029 [7][9]. - Nvidia, as of February 2026, holds a market capitalization of nearly $4.6 trillion, significantly surpassing Apple by approximately $700 billion [9]. Group 3: Market Sentiment - The ongoing investment and the scale of funding have led to speculation about the sustainability of the AI bubble, with critics questioning the actual demand for such large investments [8]. - The perception of the AI industry has been negatively impacted by issues such as RAM shortages, which have been exacerbated by OpenAI's operational strategies [8].