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NVIDIA to invest $20B in OpenAI

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Impacts
EconoTimes · 11h
Nvidia Nears $20 Billion OpenAI Investment as AI Funding Race Intensifies
Nvidia is reportedly nearing a major investment deal with OpenAI, signaling a significant development in the global artificial intelligence landscape.

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Opinion
eWeek · 1d
Nvidia’s $100B OpenAI Deal Is ‘On Ice.’ So Why Are They Investing $30B?
 · 14h
Nvidia nears deal to invest $20 billion in OpenAI funding round, source says
 · 12h
CNBC Daily Open: Nvidia denies rift with OpenAI, while software and asset management stocks plunge
Advanced Micro Devices reported fourth-quarter earnings on Tuesday after the bell.

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Digi Times · 8h
Intel CEO unveils plans to enter GPU market dominated by Nvidia
 · 6h
Nvidia's Jensen Huang denies OpenAI deal rumors: 'There's no drama'
 · 1d
Exclusive: OpenAI is unsatisfied with some Nvidia chips and looking for alternatives, sources say
This decision by OpenAI and others to seek out alternatives in the inference chip market marks a significant test of Nvidia’s AI dominance and comes as the two companies are in investment talks.

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24/7 Wall St · 1d
Nvidia’s $100 Billion OpenAI Investment Plan Reportedly Hits Snag Amid Internal Concerns
 · 1d
Sam Altman backs Nvidia after report of OpenAI unsatisfied with some Nvidia chips
Data Center Frontier
1d

Nvidia’s $100 Billion OpenAI Bet Shrinks and Signals a New Phase in the AI Infrastructure Cycle

Nvidia’s reported pullback from a proposed $100 billion OpenAI investment tied to the Stargate AI infrastructure buildout signals a shift toward capital discipline in the
Opinion
1dOpinion

The Silicon Surrender Of China To Nvidia

China approved 400,000 Nvidia H200 chips at a 25% tariff—the silicon surrender validates Nvidia's foundational position.
6d

Nvidia CoreWeave Deal Highlights Applied Digital AI Data Center Potential

Nvidia commits US$2b to CoreWeave, a key customer and partner of Applied Digital (NasdaqGS:APLD). The investment supports CoreWeave's capacity plans, which are closely linked to Applied Digital's data center services.
Insider Monkey
2mon

Jim Cramer Highlights NVIDIA’s Deal With Synopsys

NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks on Jim Cramer’s radar. Cramer noted the company’s deal with Synopsys, as he said: “NVIDIA unveiled an important initiative with Synopsys, an electronic design automation company. I think it is ...
5d

Nokia: Nvidia's Bet Highlights An AI Opportunity The Market Is Ignoring

Nokia Oyj is rated Strong Buy: undervalued with strong cash, Q4 beat, and AI/defense/6G growth plus Nvidia AI-RAN upside. Click for this NOK update.
Zacks.com on MSN
9d

AMD's Resurgence: Outpacing Nvidia in 2026

Healthy competition helps drive innovation and in turn, investor returns. That’s exactly what we’ve seen between two of the world’s largest chipmakers. The past year has been particularly noteworthy for Advanced Micro Devices,
Opinion
18hOpinion

The Zacks Analyst Blog Highlights UNG, Alphabet, Microsoft and Nvidia

Chicago, IL – February 3, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: U.S. Natural Gas Fund ETF UNG, Alphabet GOOGL, Microsoft MSFT and Nvidia NVDA.
Nasdaq
1mon

The Zacks Analyst Blog Highlights NVIDIA, SoundHound, Mastercard and Chipotle Mexican Grill

SoundHound’s products have gained popularity among clients in industries such as finance and restaurants. Its Houndify platform, which enables companies to build customized AI voice recognition solutions, is now being adopted by card issuers, such as ...
14d

Lawsuit Alleges NVIDIA Contacted Anna’s Archive for Pirated Books to Train AI

NVIDIA has been drawn into a copyright dispute after it was claimed that the company reached out to Anna’s Archive, a notorious shadow library of pirated books and academic papers, to obtain training data.
2don MSN

Nvidia’s Jensen Huang urges TSMC to expand capacity amid AI chip crunch

Taiwan trip highlights supply chain strains, with Huang saying Nvidia alone could potentially require TSMC to more than double its capacity Taiwan Semiconductor Manufacturing Company (TSMC) needs to "work very hard" to meet growing demand from leading US chip designer Nvidia,

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