Observed Signal · Feb 20, 2026 · Funding · Source: CNBC Technology · Impact: 5/5 · Sentiment: Positive
Nvidia Eyes $30 Billion Investment in OpenAI
Nvidia is reportedly in discussions to invest up to $30 billion in OpenAI in a funding round that could value the startup at about $730 billion pre-money, according to CNBC. The potential investment is described as separate from a previously announced $100 billion infrastructure agreement between the two companies and is not tied to deployment milestones. The deal is not final and details remain subject to change; the Financial Times first reported the talks. Nvidia declined to comment. OpenAI has also been in discussions with other strategic investors — including Amazon and Microsoft — and the total round could ultimately reach around $100 billion, with the talks having accelerated recently but not yet closed.
A potential multibillion-dollar investment by Nvidia into OpenAI and a near-$100B funding round would materially accelerate AI infrastructure and foundation-model development, shifting competitive dynamics among cloud and chip providers and affecting downstream AI product monetization.
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Key Takeaways & Evidence Grounding
- Nvidia is in discussions to invest up to $30 billion in OpenAI.
- The potential investment could value OpenAI at a $730 billion pre-money valuation.
- The $30 billion talks are separate from a previously announced $100 billion Nvidia–OpenAI infrastructure agreement.
- A source said the $30 billion is not tied to deployment milestones and the deal is not final.
- OpenAI is also engaging other investors (reported interest from Amazon and Microsoft) and the total funding round could reach about $100 billion.
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Nvidia's $30 Billion Bet on OpenAI: Last Investment?
Nvidia CEO Jensen Huang said the company's recent $30 billion investment in OpenAI 'might be the last time' it invests in the startup ahead of an expected OpenAI IPO later this year. Huang said a previously touted $100 billion investment opportunity is likely 'not in the cards' as OpenAI prepares to go public, and that Nvidia’s $10 billion investment in Anthropic will likely be its final investment there as well. The $30 billion was part of a $110 billion OpenAI funding round that included a $50 billion Amazon commitment and $30 billion from SoftBank. The deal also secures OpenAI access to Nvidia infrastructure — including 3 gigawatts of dedicated inference capacity and 2 gigawatts of training capacity on Vera Rubin systems.
OpenAI Secures Historic $110 Billion Funding from Tech Giants
OpenAI announced a $110 billion private funding round led by strategic investments from Amazon ($50 billion), Nvidia ($30 billion) and SoftBank ($30 billion), lifting its pre-money valuation to $730 billion. Amazon also announced a multiyear strategic partnership and expanded cloud commitments: AWS will be the exclusive third‑party cloud distributor for OpenAI’s enterprise platform Frontier, and OpenAI expanded an existing $38 billion AWS agreement by $100 billion over eight years. Amazon’s $50 billion commitment begins with $15 billion upfront and a further $35 billion subject to conditions. OpenAI is also expanding collaboration with Nvidia to use Vera Rubin systems (3 GW inference, 2 GW training capacity). Microsoft’s partnership with OpenAI remains unchanged and it retains an option to participate in the round.
OpenAI Secures $110B in Historic Funding Round
OpenAI announced a $110 billion private funding round led by a $50 billion investment from Amazon and $30 billion investments each from Nvidia and SoftBank, at a $730 billion pre-money valuation. The round remains open and OpenAI expects additional investors. The deal includes major infrastructure partnerships: OpenAI will run models in a new "stateful runtime environment" on Amazon Bedrock, expand its AWS compute commitment by $100 billion (building on a prior $38 billion commitment) and consume at least 2GW of AWS Trainium. Nvidia committed capacity including 3GW of dedicated inference and 2GW of training on Vera Rubin systems. OpenAI said portions of the investment may be provided as services rather than cash. The company’s prior round closed in March 2025 ($40 billion at a $300 billion valuation).
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