Nvidia is finalizing $30 B investment to OpenAI - Replacing the $100 B commitment
u/Front-Nectarine4951 ·
Reddit — r/StockMarket
· February 20, 2026 at 00:59
· ⬆ 111 pts
· 💬 41 comments
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Summary
The post reports that Nvidia is finalizing a $30 billion equity investment into OpenAI, which will replace a previously announced $100 billion multi-year commitment.
This investment is part of a larger funding round that will value OpenAI at $730 billion pre-money. The author's thesis, based on the cited Financial Times article, is that this new deal structure reflects a significant shift in the relationship between the two companies and may signal broader investor jitters in the AI sector.
Quality assessment: This is a news report, not original due diligence (DD). The author is summarizing and linking to a reputable source (Financial Times). The quality of the information is high, but the post itself is just a relay of that information, not an independent analysis.
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Nvidia is close to finalising a $30bn investment into OpenAI that will replace the long-term $100bn commitment agreed by the companies last year, as part of a massive new funding round for the AI start-up.
The world’s most valuable company is in the final stages of negotiations with OpenAI, and its investment could be concluded as early as this weekend, according to people with knowledge of the matter. The $30bn equity investment forms part of a larger funding round that is on track to raise more than $100bn and will value the ChatGPT maker at $730bn, not including the new money, the people said.
OpenAI will reinvest much of its new capital into Nvidia hardware, but the companies would not proceed with the $100bn multiyear investment partnership they announced in September, the people added. The retreat from the agreement announced to much fanfare in September comes amid investor jitters about the health of the AI sector that have helped drive US tech stocks down 17 per cent since the start of the year.
Per: Financial Time
[https://www.ft.com/content/dea24046-0a73-40b2-8246-5ac7b7a54323](https://www.ft.com/content/dea24046-0a73-40b2-8246-5ac7b7a54323)