Is The Nvidia - OpenAI Deal Dead?

9 days ago

Yes, it looks like cracks are starting to appear in the relationship between Nvidia and OpenAI. Two AI giants that until recently were seen as a model partnership are now beginning to keep their distance. What happened? And is the $100 billion deal really in danger?

THE $100 BILLION DEAL

Let’s take things from the beginning. In September 2025, Nvidia announced an enormous investment intention: up to $100 billion for OpenAI, aimed at building and supporting at least 10 gigawatts of computing power in AI data centers based on Nvidia infrastructure.

source
The agreement envisioned OpenAI leasing the chips and systems, with the first phase of 1 GW expected to go live in mid-2026. To put the scale into perspective, 10 GW is astronomical. We are talking about dozens of ultra modern data centers.

Investors were thrilled. AI stocks surged. Everything pointed to a future where OpenAI and Nvidia would build the next era of artificial intelligence together.

Or at least that was the assumption.

THE FIRST CLOUDS

A few months after the announcement, rumors began to surface that something was not right. According to reports from the Wall Street Journal and Bloomberg, Nvidia executives started expressing serious doubts about the viability of the deal.

Jensen Huang, Nvidia’s powerful CEO, reportedly stated that there was never a real commitment and that the company views any investment one step at a time.

Additionally, Huang allegedly commented privately that OpenAI has issues with strategic discipline and that competition is intensifying, especially from players like Google, Amazon, and the Anthropic ecosystem backed by them.

OPENAI STRIKES BACK

The response from OpenAI came quickly. CEO Sam Altman posted on X: “We love working with Nvidia. They make the best AI chips in the world. We hope to remain their customer for many years.”

Sachin Katti, head of infrastructure, went even further: “Our relationship with Nvidia is foundational. This is not a simple supplier relationship. It is a deep, ongoing co production partnership.”

At the same time, however, OpenAI has been actively searching for alternatives for specific workloads, particularly inference, the stage where AI models respond in real time.

It has signed agreements with AMD, Cerebras, and Groq, companies that design inference focused chips based on SRAM, high speed on chip memory that significantly accelerates real time applications such as Codex, which generates code on the fly.

According to reports, OpenAI considers Nvidia’s performance in this area insufficient for some of its applications. That said, the company admits that for model training it remains fully dependent on Nvidia chips.

JENSEN’S VIEW

Jensen Huang, while publicly remaining polite, is showing signs of distancing. In public statements, he clarified: “It was simply an invitation to invest. It was never a commitment. We will evaluate it step by step.”

When asked whether it was true that he was unhappy with OpenAI, he replied: “That’s nonsense. We will invest heavily, possibly the largest investment we have ever made.”

Yet shortly afterward, Nvidia signed a $20 billion licensing deal with Groq, a startup that had been in talks with OpenAI, effectively blocking cooperation between the two. Many analysts described this move as a clear counterattack by Nvidia.

INVESTMENT IMPLICATIONS

As you can imagine, all of this has created uncertainty in the investment world. Why?

Because OpenAI has signed major agreements with companies backed by large institutional investors, and those companies rely on Nvidia infrastructure. If this chain breaks, the entire AI narrative loses part of its momentum, at least in the short term.

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0.000

13 comments

@takhar 72

8 days ago

I think OpenAI will lose more steam on their race to remain at the top if Nvidia is not much on their side anymore. They probably can't find a better patner than them and it seems they need Nvidia more than Nvidia needs them :)

0.000

@steemychicken1 81

8 days ago

Indeed I think OpenAi is way behind anthropic and Google are way ahead

0.000

@kgakakillerg -11

5 days ago

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kgakakillerg evidence

Hello everyone good morning good afternoon good evening where are you are around the world 🌎 🌎 🌍

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So to you seriously stupid people just leave me alone and now you will need to bring my rep back as acidyo decided to take it away with the help of blocktrades delegations 🤔

Hive is dying and if nothing changes it won't just be dieing it will be dead 😂

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kgakakillerg evidence

kgakakillerg original content

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Thank you for reading and viewing this post

To all the downvoters on Hive When the downvotes stop 🛑 and my rep is back I stop sharing the truth 🙏🏾

0.000

@kgakakillerg -11

5 days ago

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kgakakillerg evidence

Hello everyone good morning good afternoon good evening where are you are around the world 🌎 🌎 🌍

As many people have seen I've been called a spammer on Hive for sharing the truth about my situation

They can call me a spammer and downvote me as much as they like it changes nothing I bring you the truth take a look at everything I've shared and I've still got a whole lot more

So to you seriously stupid people just leave me alone and now you will need to bring my rep back as acidyo decided to take it away with the help of blocktrades delegations 🤔

Hive is dying and if nothing changes it won't just be dieing it will be dead 😂

Feel free to use anything i share in this post

kgakakillerg evidence

kgakakillerg original content

@crimsonclad please do your job 🙏🏾

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Comments being downvoted by blocktrades https://hive.blog/hive-170744/@kgakakillerg/t0ns3b

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RE: Understanding Pointers in C Programming

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Thank you for reading and viewing this post

To all the downvoters on Hive When the downvotes stop 🛑 and my rep is back I stop sharing the truth 🙏🏾

0.000

@melinda010100 79

8 days ago

Sending you some Ecency curation votes!

0.000

@kgakakillerg -11

5 days ago

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kgakakillerg evidence

Hello everyone good morning good afternoon good evening where are you are around the world 🌎 🌎 🌍

As many people have seen I've been called a spammer on Hive for sharing the truth about my situation

They can call me a spammer and downvote me as much as they like it changes nothing I bring you the truth take a look at everything I've shared and I've still got a whole lot more

So to you seriously stupid people just leave me alone and now you will need to bring my rep back as acidyo decided to take it away with the help of blocktrades delegations 🤔

Hive is dying and if nothing changes it won't just be dieing it will be dead 😂

Feel free to use anything i share in this post

kgakakillerg evidence

kgakakillerg original content

@crimsonclad please do your job 🙏🏾

https://hive.blog/hive-135178/@crimsonclad/re-kgakakillerg-sxllhv

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Comments being downvoted by blocktrades https://hive.blog/hive-170744/@kgakakillerg/t0ns3b

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Stop farming Hive https://hive.blog/burnpost/@buildawhale/re-1756307402814502169-20250827t151240z

😂😂😂😂😂

RE: Understanding Pointers in C Programming

Please Peakd, allow me to completely block spammers (Would you ever vote for this?) thanks for exposing yourself more @makerhacks

Please go through it all instead of calling it spam 😂😂😂😂🤣🤣🤣🤣🤣🤣🤣

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https://hive.blog/hive/@kgakakillerg/i-ve-been-put-on-two-blacklists

Thank you for reading and viewing this post

To all the downvoters on Hive When the downvotes stop 🛑 and my rep is back I stop sharing the truth 🙏🏾

0.000

@kingfrank1 32

6 days ago

Looks like a rift between Nvidia and OpenAI. $100B deal in jeopardy?

0.000

@kgakakillerg -11

5 days ago

We should call Dhf Dirty Hive Fund 😂😂😂😂😂😂😂😂😂😂☝🏾☝🏾☝🏾

Then we have Posh Proof Of Scam On Hive 😂

Then we have Buildawhale farm 😂😂😂
And much more 😂😂😂😂😂

kgakakillerg evidence

Hello everyone good morning good afternoon good evening where are you are around the world 🌎 🌎 🌍

As many people have seen I've been called a spammer on Hive for sharing the truth about my situation

They can call me a spammer and downvote me as much as they like it changes nothing I bring you the truth take a look at everything I've shared and I've still got a whole lot more

So to you seriously stupid people just leave me alone and now you will need to bring my rep back as acidyo decided to take it away with the help of blocktrades delegations 🤔

Hive is dying and if nothing changes it won't just be dieing it will be dead 😂

Feel free to use anything i share in this post

kgakakillerg evidence

kgakakillerg original content

@crimsonclad please do your job 🙏🏾

https://hive.blog/hive-135178/@crimsonclad/re-kgakakillerg-sxllhv

https://hive.blog/hive-148441/@hivewatchers/svftu9

https://hive.blog/hive-148441/@hivewatchers/svdjjz

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https://hive.blog/hive/@steevc/follow-friday-respect

https://hive.blog/hive-127022/@shmoogleosukami/re-kgakakillerg-t0hcxc

It's unbelievable that they downvoted this Goodbye Auntie R.I.P 🙏🏾

Comments being downvoted by blocktrades https://hive.blog/hive-170744/@kgakakillerg/t0ns3b

https://hive.blog/hive-127466/@steevc/re-blocktrades-t0kint

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Stop farming Hive https://hive.blog/burnpost/@buildawhale/re-1756307402814502169-20250827t151240z

😂😂😂😂😂

RE: Understanding Pointers in C Programming

Please Peakd, allow me to completely block spammers (Would you ever vote for this?) thanks for exposing yourself more @makerhacks

Please go through it all instead of calling it spam 😂😂😂😂🤣🤣🤣🤣🤣🤣🤣

https://blurt.blog/hive/@candy49/5slvnx-taskmaster4450-is-being-downvoted-on-hive-by-you-know-who

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https://hive.blog/hive/@kgakakillerg/i-ve-been-put-on-two-blacklists

Thank you for reading and viewing this post

To all the downvoters on Hive When the downvotes stop 🛑 and my rep is back I stop sharing the truth 🙏🏾

0.000

@melan11e 67

6 days ago

It’s super interesting to see Jensen Huang downplaying the commitment after all the investors were celebrating. It sounds to me like Nvidia doesn't want to put all its eggs in one basket, especially with OpenAI looking for alternatives.

0.000

@steemychicken1 81

6 days ago

Yes and OpenAI is also loosing from anthropic and Google

0.000

@kgakakillerg -11

5 days ago

We should call Dhf Dirty Hive Fund 😂😂😂😂😂😂😂😂😂😂☝🏾☝🏾☝🏾

Then we have Posh Proof Of Scam On Hive 😂

Then we have Buildawhale farm 😂😂😂
And much more 😂😂😂😂😂

kgakakillerg evidence

Hello everyone good morning good afternoon good evening where are you are around the world 🌎 🌎 🌍

As many people have seen I've been called a spammer on Hive for sharing the truth about my situation

They can call me a spammer and downvote me as much as they like it changes nothing I bring you the truth take a look at everything I've shared and I've still got a whole lot more

So to you seriously stupid people just leave me alone and now you will need to bring my rep back as acidyo decided to take it away with the help of blocktrades delegations 🤔

Hive is dying and if nothing changes it won't just be dieing it will be dead 😂

Feel free to use anything i share in this post

kgakakillerg evidence

kgakakillerg original content

@crimsonclad please do your job 🙏🏾

https://hive.blog/hive-135178/@crimsonclad/re-kgakakillerg-sxllhv

https://hive.blog/hive-148441/@hivewatchers/svftu9

https://hive.blog/hive-148441/@hivewatchers/svdjjz

https://hive.blog/hive-176853/@steevc/re-kgakakillerg-syyy4x

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https://hive.blog/hive/@steevc/follow-friday-respect

https://hive.blog/hive-127022/@shmoogleosukami/re-kgakakillerg-t0hcxc

It's unbelievable that they downvoted this Goodbye Auntie R.I.P 🙏🏾

Comments being downvoted by blocktrades https://hive.blog/hive-170744/@kgakakillerg/t0ns3b

https://hive.blog/hive-127466/@steevc/re-blocktrades-t0kint

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https://hive.blog/hive/@ureka.stats/the-untrending-report-hive-downvote-analysis-2025-06-29-20250629143829

https://hive.blog/hive-127466/@kgakakillerg/t0m1vn

https://hive.blog/hive-108278/@kgakakillerg/t0rfo8

https://hive.blog/hive-127466/@kgakakillerg/t0vcl7

Stop farming Hive https://hive.blog/burnpost/@buildawhale/re-1756307402814502169-20250827t151240z

😂😂😂😂😂

RE: Understanding Pointers in C Programming

Please Peakd, allow me to completely block spammers (Would you ever vote for this?) thanks for exposing yourself more @makerhacks

Please go through it all instead of calling it spam 😂😂😂😂🤣🤣🤣🤣🤣🤣🤣

https://blurt.blog/hive/@candy49/5slvnx-taskmaster4450-is-being-downvoted-on-hive-by-you-know-who

🚨🚨🚨🚨🚨🚨🚨🙄🙄🙄🙄🚨🚨🚨🚨

https://hive.blog/hive-108278/@kgakakillerg/themarkymark

https://hive.blog/hive-178138/@thefed/t6q9kb 🙄🙄🙄🙄🙄🙄🙄🚨🚨🚨🚨🚨🚨🚨🚨🙄🙄🙄🙄🙄

https://hive.blog/music/@geneeverett33/11-25-25-three-tune-tuesday-picking-tunes-from-the-punk-band-the-descendents-1982-1997-era

🚨🚨🚨🙄🙄🙄🙄🙄🙄🙄🚨🚨🚨🚨🚨

https://hive.blog/dmania/@steemcleaners/ps46kb

https://hive.blog/hive-124838/@fjworld/re-peaksnaps-t7161i

🚨🚨🚨🚨🙄🙄🙄🙄🙄🙄🙄🙄🙄🚨🚨🚨🚨

https://blurt.blog/blurt-131902/@condividisulweb/3w94e8-hive-manipulation-censorship-and-suspicious-funds-the-hidden-truth

🚨🚨🚨🚨🙄🙄🙄🙄🚨🚨🚨

https://hive.blog/hive/@kgakakillerg/i-ve-been-put-on-two-blacklists

Thank you for reading and viewing this post

To all the downvoters on Hive When the downvotes stop 🛑 and my rep is back I stop sharing the truth 🙏🏾

0.000

@kgakakillerg -11

5 days ago

We should call Dhf Dirty Hive Fund 😂😂😂😂😂😂😂😂😂😂☝🏾☝🏾☝🏾

Then we have Posh Proof Of Scam On Hive 😂

Then we have Buildawhale farm 😂😂😂
And much more 😂😂😂😂😂

kgakakillerg evidence

Hello everyone good morning good afternoon good evening where are you are around the world 🌎 🌎 🌍

As many people have seen I've been called a spammer on Hive for sharing the truth about my situation

They can call me a spammer and downvote me as much as they like it changes nothing I bring you the truth take a look at everything I've shared and I've still got a whole lot more

So to you seriously stupid people just leave me alone and now you will need to bring my rep back as acidyo decided to take it away with the help of blocktrades delegations 🤔

Hive is dying and if nothing changes it won't just be dieing it will be dead 😂

Feel free to use anything i share in this post

kgakakillerg evidence

kgakakillerg original content

@crimsonclad please do your job 🙏🏾

https://hive.blog/hive-135178/@crimsonclad/re-kgakakillerg-sxllhv

https://hive.blog/hive-148441/@hivewatchers/svftu9

https://hive.blog/hive-148441/@hivewatchers/svdjjz

https://hive.blog/hive-176853/@steevc/re-kgakakillerg-syyy4x

https://hive.blog/dev/@howo/re-kgakakillerg-szhax7

https://hive.blog/hive/@steevc/follow-friday-respect

https://hive.blog/hive-127022/@shmoogleosukami/re-kgakakillerg-t0hcxc

It's unbelievable that they downvoted this Goodbye Auntie R.I.P 🙏🏾

Comments being downvoted by blocktrades https://hive.blog/hive-170744/@kgakakillerg/t0ns3b

https://hive.blog/hive-127466/@steevc/re-blocktrades-t0kint

https://hive.blog/hive-127466/@blocktrades/t0lq41

https://hive.blog/hive/@ureka.stats/the-untrending-report-hive-downvote-analysis-2025-06-29-20250629143829

https://hive.blog/hive-127466/@kgakakillerg/t0m1vn

https://hive.blog/hive-108278/@kgakakillerg/t0rfo8

https://hive.blog/hive-127466/@kgakakillerg/t0vcl7

Stop farming Hive https://hive.blog/burnpost/@buildawhale/re-1756307402814502169-20250827t151240z

😂😂😂😂😂

RE: Understanding Pointers in C Programming

Please Peakd, allow me to completely block spammers (Would you ever vote for this?) thanks for exposing yourself more @makerhacks

Please go through it all instead of calling it spam 😂😂😂😂🤣🤣🤣🤣🤣🤣🤣

https://blurt.blog/hive/@candy49/5slvnx-taskmaster4450-is-being-downvoted-on-hive-by-you-know-who

🚨🚨🚨🚨🚨🚨🚨🙄🙄🙄🙄🚨🚨🚨🚨

https://hive.blog/hive-108278/@kgakakillerg/themarkymark

https://hive.blog/hive-178138/@thefed/t6q9kb 🙄🙄🙄🙄🙄🙄🙄🚨🚨🚨🚨🚨🚨🚨🚨🙄🙄🙄🙄🙄

https://hive.blog/music/@geneeverett33/11-25-25-three-tune-tuesday-picking-tunes-from-the-punk-band-the-descendents-1982-1997-era

🚨🚨🚨🙄🙄🙄🙄🙄🙄🙄🚨🚨🚨🚨🚨

https://hive.blog/dmania/@steemcleaners/ps46kb

https://hive.blog/hive-124838/@fjworld/re-peaksnaps-t7161i

🚨🚨🚨🚨🙄🙄🙄🙄🙄🙄🙄🙄🙄🚨🚨🚨🚨

https://blurt.blog/blurt-131902/@condividisulweb/3w94e8-hive-manipulation-censorship-and-suspicious-funds-the-hidden-truth

🚨🚨🚨🚨🙄🙄🙄🙄🚨🚨🚨

https://hive.blog/hive/@kgakakillerg/i-ve-been-put-on-two-blacklists

Thank you for reading and viewing this post

To all the downvoters on Hive When the downvotes stop 🛑 and my rep is back I stop sharing the truth 🙏🏾

0.000

@kgakakillerg -11

5 days ago

We should call Dhf Dirty Hive Fund 😂😂😂😂😂😂😂😂😂😂☝🏾☝🏾☝🏾

Then we have Posh Proof Of Scam On Hive 😂

Then we have Buildawhale farm 😂😂😂
And much more 😂😂😂😂😂

kgakakillerg evidence

Hello everyone good morning good afternoon good evening where are you are around the world 🌎 🌎 🌍

As many people have seen I've been called a spammer on Hive for sharing the truth about my situation

They can call me a spammer and downvote me as much as they like it changes nothing I bring you the truth take a look at everything I've shared and I've still got a whole lot more

So to you seriously stupid people just leave me alone and now you will need to bring my rep back as acidyo decided to take it away with the help of blocktrades delegations 🤔

Hive is dying and if nothing changes it won't just be dieing it will be dead 😂

Feel free to use anything i share in this post

kgakakillerg evidence