NVIDIA committed to the OpenAI deal a few months ago, with Team Green announcing plans to supply “multi-GW” of compute power as part of a $100 billion agreement, making it by far the largest investment ever made into the AI lab, which is now reportedly eyeing an IPO.
The arrangement took the industry by storm at the time, particularly because OpenAI became one of the first customers for NVIDIA’s Vera Rubin platform and marked the beginning of NVIDIA’s broader investment push into frontier AI companies. However, the “glamour” surrounding the deal now appears to be fading.
According to a report, NVIDIA has yet to finalize its arrangement with OpenAI, and more notably, CEO Jensen Huang reportedly believes that Sam Altman and his team lack discipline in their business approach.

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