Nvidia is in talks to invest up to $30 billion in OpenAI, source says

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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

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The investment is separate from the $100 billion infrastructure agreement that OpenAI and Nvidia announced in September.

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Original article published by CNBC on February 20, 2026.
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