Nvidia Rules Out $100B OpenAI Investment, Seals $30B Final Stake
Nvidia CEO Jensen Huang said the company will not commit to a $100 billion OpenAI investment and views its prior $10 billion Anthropic stake as final as both firms prepare for IPOs. Nvidia recently finalized a $30 billion deal with OpenAI, calling it its last chance to back a “consequential company.”
1. Nvidia Reassesses AI Investments
At a recent conference, CEO Jensen Huang indicated the company will not pursue a $100 billion OpenAI investment and regards its $10 billion Anthropic stake as the last such funding round as both prepare for public listings.
2. OpenAI Investment Deal History
In September 2025 Nvidia and OpenAI explored a potential $100 billion investment, but the companies have now agreed on a $30 billion stake described by Nvidia as its final opportunity to back a pivotal AI firm.
3. Anthropic Stake Declared Final
Nvidia’s $10 billion position in Anthropic is deemed complete by management, signaling no further capital injections even as the startup navigates Pentagon disputes and readies for an IPO.
4. Implications for Nvidia’s Capital Allocation
With major AI bets capped, Nvidia may redirect resources toward GPU development, data center expansion and other strategic initiatives, potentially influencing its growth trajectory and shareholder returns.