Nvidia Nears $20 Billion Strategic Investment in OpenAI Funding Round
Feb 6, 2026 (21 hr ago)
Positive
Nvidia is reportedly close to a $20 billion investment in OpenAI's next funding round, confirming strategic alignment ahead of earnings.
OpenAI Strategic Investment Details
- Nvidia is nearing a deal to invest approximately $20 billion in OpenAI's upcoming funding round, though terms are undisclosed1
- CEO Jensen Huang confirmed the deal remains on track, countering prior reports suggesting friction or drama2
- This large investment could significantly deepen strategic ties and bolster long-term demand visibility for data center GPUs3
Financial Performance and Architecture Shift
- The company reported strong fiscal Q3 2026 revenue of $57.0 billion, with Data Center revenue reaching $51.2 billion4
- Nvidia guided fiscal Q4 2026 revenue to $65.0 billion (plus or minus 2%) amidst an architecture transition4
- The firm is shifting its business model toward Blackwell full-scale datacenter solutions from Hopper HGX systems4
Inventory Charges and Geopolitical Constraints
- Nvidia disclosed a $4.5 billion charge tied to H20 excess inventory and purchase obligations in the first nine months of fiscal 20265
- The company is effectively foreclosed from competing in China's data center compute market under current geopolitical rules5
- The U.S. Commerce Department's BIS continues to tighten and update advanced computing semiconductor export controls6
Investor Focus Ahead of Earnings
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- B
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- Z
- M
- E
- Q
