Faber Report: Softbank close to investing an additional $30B in OpenAI

Watch on YouTube ↗  |  January 28, 2026 at 16:32  |  5:15  |  CNBC
Speakers
David Faber — Anchor, Squawk on the Street / Media Analyst
Jim Cramer — Host, Mad Money

Summary

David Faber reports that SoftBank is close to investing an additional $30B in OpenAI, on top of its prior $30B, as part of a potential $100B round valuing OpenAI around $838.5B. Faber says NVIDIA, Amazon, and Microsoft may also participate and notes OpenAI's reported $20B revenue run rate and $40B cash balance. Jim Cramer defends NVIDIA against circular-financing criticism and calls it the greatest story of all time. The segment debates AI investment risks, China bear cases, and OpenAI's strategic importance.

  • SoftBank reportedly near an additional $30B OpenAI investment.
  • OpenAI round could total $100B at an $838.5B valuation.
  • NVIDIA, Amazon, and Microsoft are floated as possible strategic investors.
  • OpenAI reported $20B annual revenue run-rate and $40B cash.
  • Faber raises circular-financing concerns over NVIDIA-OpenAI ties.
  • Cramer defends NVIDIA, dismissing circularity and China bears.
  • Segment ends with debate over OpenAI as an AI Achilles heel.
Ideas
David Faber Anchor, Squawk on the Street / Media Analyst 0:33
SoftBank adds $30B to OpenAI
SoftBank is reportedly close to investing an additional $30B directly into OpenAI, on top of the $30B it previously provided, as part of a potential $100B round at an $838.5B valuation. This is a major AI capital commitment that makes SoftBank a key monitorable public-market exposure to OpenAI's financing and AI infrastructure buildout.
SFTBY HIGH
David Faber Anchor, Squawk on the Street / Media Analyst 2:27
Amazon may tie OpenAI to AWS
Amazon may be part of OpenAI's large fundraising round, and Faber notes that Amazon would likely tie OpenAI's inference and compute workloads to AWS if it invests. This creates a potential strategic cloud-demand benefit for Amazon worth monitoring.
AMZN LOW
Jim Cramer Host, Mad Money 3:35
NVIDIA circular concerns are overblown
Cramer dismisses the circular-financing criticism of NVIDIA, arguing that CEO Jensen Huang has said OpenAI is a small percentage of revenue, that NVIDIA's strategic investment portfolio has been amazing, and that similar investments labeled circular have turned out great. He calls NVIDIA the greatest story of all time and dismisses China-related bear cases.
NVDA HIGH
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This CNBC video, published January 28, 2026, features David Faber, Jim Cramer discussing SFTBY, AMZN, NVDA. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: David Faber, Jim Cramer  · Tickers: SFTBY, AMZN, NVDA