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Nvidia, OpenAI appear stalled on their mega deal. But the AI giants still need each other
Market Intelligence Analysis
AI-Powered
Why This Matters
The $100 billion deal between Nvidia and OpenAI appears to be stalled, despite the two AI giants' need for each other, with no contract signed and no money exchanged five months after the initial announcement.
Market Impact
Market impact analysis based on neutral sentiment with 80% confidence.
Sentiment
Neutral
AI Confidence
80%
Time Horizon
Short Term
Article Context
Note: This is a brief excerpt for context. Click below to read the full article on the original source.
Five months after OpenAI and Nvidia announced a $100 billion deal, no contract has been signed and no money has changed hands.
Original article published by
CNBC
on February 4, 2026.
Analysis and insights provided by AnalystMarkets AI.
Analysis and insights provided by AnalystMarkets AI.