Nvidia(US:NVDA) 美股IPO·2026-02-02 23:15Core Viewpoint - OpenAI is dissatisfied with Nvidia's latest AI chips and has been seeking alternatives since last year, complicating the relationship between these two prominent companies in the AI sector [1][3][4]. Group 1: OpenAI's Strategic Shift - OpenAI's shift in strategy is driven by an increasing focus on chips used for specific stages of AI inference, which is the computational process that supports applications like ChatGPT [3]. - The decision to seek alternatives in the inference chip market represents a significant challenge to Nvidia's dominance in AI [4]. Group 2: Current Negotiations and Partnerships - Nvidia plans to invest up to $100 billion in OpenAI as part of a deal that would provide OpenAI with funds to purchase advanced chips while acquiring equity in the startup [6]. - OpenAI has established agreements with companies like AMD to procure GPUs that can compete with Nvidia [6]. - Ongoing negotiations between OpenAI and Nvidia have become more complex due to OpenAI's evolving product roadmap and changing computational resource needs [6]. Group 3: Performance and Technical Concerns - OpenAI has expressed dissatisfaction with Nvidia hardware's response times for specific issues, such as software development and AI interaction with other software, necessitating new hardware to meet about 10% of its inference computing needs [6]. - The need for high-speed inference is particularly evident in OpenAI's product Codex, where performance issues have been attributed to reliance on Nvidia GPUs [9]. Group 4: Competitive Landscape - OpenAI has discussed partnerships with startups like Cerebras and Groq to obtain faster inference chips, although Nvidia has secured a $20 billion licensing agreement with Groq, halting OpenAI's negotiations with them [7][12]. - Nvidia's rapid acquisition of Groq appears to be a strategic move to solidify its technology portfolio in the fast-evolving AI industry [7]. Group 5: Market Reactions - Nvidia's stock fell nearly 2.9% following reports of tensions with OpenAI, indicating market sentiment may be affected by the relationship dynamics between these key players [5][14]. - Analysts have noted that the news has negatively impacted market sentiment regarding Nvidia's key customer, OpenAI [14].