Nvidia is nearing completion of a $30 billion investment in OpenAI as part of a massive funding round, according to people familiar with the matter. This deal could mark one of the largest strategic investments in the tech industry. Moreover, SoftBank and Amazon are expected to participate in the broader fundraising effort.

🤝 Strategic Investment and Funding Details

Nvidia’s planned investment would form part of an over $100 billion funding round for OpenAI. That round could value the AI developer at about $830 billion. In addition, this funding effort highlights how investors are pouring capital into advanced artificial intelligence companies.

Instead of following an earlier plan for a long-term $100 billion partnership, sources say Nvidia is now focusing on this direct investment. Initially, the companies had considered a larger commitment tied to Nvidia supplying hardware for future OpenAI data centres. However, that earlier framework has stalled, and Nvidia appears to be moving forward with the $30 billion equity approach.

💼 Market Impact and Industry Ties

Nvidia’s move underscores its deepening relationship with OpenAI, which is one of its biggest customers for AI chips. In turn, OpenAI relies on Nvidia’s hardware to train and run its large-scale models. In addition, SoftBank and Amazon are also likely to join the fundraising round. Their involvement could further expand the financial backing for the AI sector.

Investors are watching closely because this investment shows how capital is shifting in the AI industry. Nvidia’s chips power much of the world’s advanced AI work, and this investment would reinforce the company’s strategic position in the ecosystem. Meanwhile, OpenAI’s valuation near $830 billion could make it one of the most valuable private tech firms globally.

💡 Strategic Shift from Earlier Deal

Originally, Nvidia and OpenAI had discussed a broader $100 billion deal that would tie investment to the deployment of Nvidia hardware in future OpenAI data centres. However, that agreement never matured beyond initial announcements. Now, Nvidia appears to prefer a direct investment stake in OpenAI’s equity rather than a conditional infrastructure commitment. This change reflects how companies adjust strategies when long-term plans face delays or uncertainty.

📊 Broader Funding Context

OpenAI’s current funding round aims to attract major investments from cloud providers and tech giants. In addition to Nvidia, other firms like Amazon, Microsoft and SoftBank may contribute substantial capital. Their participation could further raise the total funds secured. This level of investment shows strong confidence in OpenAI’s long-term prospects and the broader AI market’s explosive growth.

OpenAI is expected to use much of the capital to invest in computing infrastructure and expand services. The company’s plans to scale operations come as demand for AI tools and platforms continues rising across industries. Moreover, this funding push occurs amid speculation that OpenAI could pursue an initial public offering (IPO) in the coming years.

🔎 What Happens Next

While Nvidia has not publicly commented on the reports, sources familiar with the negotiations say talks have taken longer than expected. If finalised, the $30 billion investment could reshape financial and strategic alliances in the AI sector. Meanwhile, market watchers will monitor how this capital raise affects Nvidia’s role as a chipmaker and investor.