It's official. Jensen Huang just confirmed Nvidia is investing in OpenAI's current funding round. This changes everything. ➡️
Bloomberg reports that Jensen Huang himself confirmed the investment. Yaani, the hardware king is now financially backing the software king.
Nvidia makes the GPUs that power AI. OpenAI makes the models (GPT-5 and beyond). This investment locks in the most critical partnership in tech history.
OpenAI's valuation was already skyrocketing. With Nvidia's cash and stamp of approval, analysts expect the final number of this round to be astronomical.
I mean, this puts massive pressure on Google (Gemini) and even Microsoft. If OpenAI gets preferential treatment from Nvidia, competitors are in trouble.
The real question: Does this investment guarantee OpenAI first access to Nvidia's next-gen GPUs (like the Rubin architecture) before anyone else?
Nvidia isn't just selling shovels for the gold rush anymore; they are buying the biggest gold mine. They are building an undeniable AI ecosystem.
This funding is fuel for the ultimate goal: AGI (Artificial General Intelligence). The combined resources of these two giants just sped up the timeline.
Wall Street loves this synergy. Expect NVDA stock to react positively as investors see this as a long-term lock on the AI market's future.
Read our full analysis on how to position your portfolio for the Nvidia-OpenAI dominance era.