Nvidia is in talks to invest up to $30 billion in OpenAI, source says
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Why This Matters
Nvidia is reportedly in talks to invest up to $30 billion in OpenAI, a significant development in their existing partnership, which includes a $100 billion infrastructure agreement announced in September.
Market Impact
Market impact analysis based on bullish sentiment with 90% confidence.
Sentiment
Bullish
AI Confidence
90%
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.
The investment is separate from the $100 billion infrastructure agreement that OpenAI and Nvidia announced in September.
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Full article on CNBC
Original article published by
CNBC
on February 20, 2026.
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Analysis and insights provided by AnalystMarkets AI.