Nvidia shares fell nearly 2 percent in premarket trading Monday following reports that its planned investment in OpenAI has not been finalized. According to a report from The Wall Street Journal, people familiar with the matter said there is uncertainty around Nvidia’s proposed investment of up to $100 billion.
Nvidia had announced last September that it would help build large-scale computing capacity for OpenAI and consider a major equity investment.
Nvidia shares are down 2% after a report that its OpenAI investment stalled. Here's what's happening https://t.co/qNBgjdwtBv
— CNBC (@CNBC) February 2, 2026
CEO Jensen Huang later clarified that the $100 billion figure was non-binding. The report also cited concerns from Huang about OpenAI’s business discipline and growing competition in artificial intelligence.
Huang pushed back over the weekend, calling reports of dissatisfaction “nonsense,” according to Bloomberg. He said Nvidia will make its largest-ever investment in OpenAI, though the final amount remains unclear.
Analysts told CNBC that uncertainty over the deal size likely weighed on investor sentiment.
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