Nvidia CEO says $100B OpenAI investment report is false

The denial came in response to a Wall Street Journal report, cited by multiple sources on Fosstodon and a blog post, which claimed the massive investment deal between the two AI giants had stalled. This report had sent ripples through the technology sector, raising questions about the stability of key partnerships fueling the artificial intelligence boom. The industry has been closely watching the relationship between the hardware titan and the leading AI software research organization, making any perceived friction a major topic of discussion. Huang’s comments aimed to directly quell these concerns and refute the narrative of a strained partnership.

During the same announcement, Huang detailed Nvidia’s new NVQLink technology, a strategic hardware and software interface designed to bridge quantum computing systems with the company’s powerful GPU clusters. According to the official announcement on nvidianews.nvidia.com, the technology will initially partner with 17 quantum computing builders and nine scientific laboratories. This move positions Nvidia at the intersection of two cutting-edge computing fields, seeking to leverage its dominance in accelerators to foster the development of hybrid quantum-classical computing systems. The announcement was a key part of Nvidia’s presence at the CES 2026 event, highlighting its broader ambitions beyond traditional AI.

Addressing the investment rumor directly, Huang labeled the report of friction as “nonsense,” according to a TechCrunch article. He further elaborated on the nature of Nvidia’s relationship with OpenAI, using an analogy reported by Fosstodon that they remain “on good terms, like divorced billionaires who share custody of compute.” This suggests a complex but still operational partnership centered on the shared resource of processing power, which is Nvidia’s primary business. The Verge also reported Huang specifically denied being ‘unhappy’ with OpenAI, further reinforcing his attempt to shut down the speculation.

The scale of the alleged $100 billion investment underscores the enormous capital required to compete at the forefront of artificial intelligence development. For context, Huang separately stated, according to a WCCFtech report, that chip manufacturer TSMC would need to double its production over the next decade merely to meet Nvidia’s demand alone. This comment highlights the immense pressure on the global supply chain and the projected scale of the ongoing AI infrastructure build-out, of which OpenAI is a primary driver. The reported investment figure, though denied, is indicative of the staggering sums involved in training next-generation AI models.

For the AI development community, the initial report of a stalled deal, as discussed on a blog post, had sparked concerns about potential downstream effects on model access and computational resources. A confirmed rift could have signaled instability for developers building atop these platforms. Huang’s forceful denial appears designed to reassure the market and the developer ecosystem that the critical alliance between leading hardware and software providers remains intact, ensuring continued access to essential tools. The stability of such partnerships is crucial for long-term research and commercial planning.

In adjacent news, Nvidia continues to expand its technological reach across various sectors. WCCFtech reported that CEO Jensen Huang confirmed the company plans a major release for gamers this year with a new ‘AI PC’ chip focused on low-power, high-compute performance. This indicates a parallel strategy to embed its AI capabilities into consumer devices, ensuring its influence extends from massive data centers to personal computers. The company is evidently executing a multi-pronged approach to maintain its dominance across the entire computing spectrum."