Nvidia is preparing to provide a $30 billion capital injection to OpenAI, with a finalized agreement potentially arriving within days, according to sources cited by the Financial Times. Market participants were left speculating that the latest commitment would overwrite the broader $100 billion investment plan that both companies previously announced.
The new arrangement would see Nvidia participate in OpenAI’s current fundraising round, supplanting an earlier—and significantly larger—long-term investment proposal made in 2025. Individuals familiar with the negotiations say the $30 billion sum stands independent of the $100 billion infrastructure pact that had been agreed last year. Those sources, requesting anonymity due to the confidential nature of the talks, emphasized that the latest funding is not contingent on any specific performance objectives or phased disbursements.
Nvidia may consider engaging in further investments that reflect the structure of the initial $100 billion framework, but no decisions have been finalized on subsequent rounds. Market attention around the partnership has intensified in recent months, following reports that the previous infrastructure commitment had been left in question.
OpenAI, the company behind ChatGPT, is reportedly seeking a total of $100 billion in its fundraising efforts, which would bring its valuation near $830 billion.
