Nvidia’s chief executive, Jensen Huang, has reaffirmed the company’s intention to invest substantially in OpenAI, stating that the previously announced figure of up to $100 billion was never a firm commitment but an upper limit under discussion. In Taipei, Huang called reports of internal dissent and a paused deal “nonsense,” confirming that Nvidia will participate in the upcoming funding round. He emphasized that investments will be made “one step at a time,” reflecting a disciplined approach to capital deployment even as he praised OpenAI as “one of the most consequential companies of our time.”

In a move to secure additional high-volume AI compute capacity, Nvidia has deployed an extra $2 billion into CoreWeave, raising its stake to 11.5 percent. CoreWeave brings a backlog of customer contracts totaling $55.6 billion and plans to deploy 5 gigawatts of data-center capacity by 2030. However, the partner faces execution risks, carrying debt of $X billion and annual interest expenses of $841.4 million through its latest quarter, which could pressure margins as build-out accelerates.

Recent 13F filings reveal that Q3 Asset Management boosted its Nvidia position by 1,504.9 percent during the third quarter, acquiring an additional 19,232 shares to reach a total holding of 20,510 shares, making it the firm’s ninth-largest position. Summa Corp. meanwhile increased its stake to 614,630 shares—representing 50.4 percent of its equity portfolio. Among sell-side analysts, four maintain a Strong Buy rating on Nvidia, forty-seven carry Buy ratings and two have Hold ratings, underscoring broad professional confidence in the company’s AI-driven growth trajectory.