Release Date: January 31, 2026
According to The Wall Street Journal, Nvidia’s planned investment of up to $100 billion in OpenAI has been “put on ice,” with this massive deal announced last September now facing major adjustments. Both parties are currently reconsidering the future direction of their partnership.
💰 Deal Background
Original Plan
- Investment Amount: Up to $100 billion
- Announcement: September 2025
- Partnership Form: Compute support and cash investment
- Goal: Support OpenAI’s AI model training and deployment
Why on Hold?
According to The Wall Street Journal, sources familiar with the matter revealed that both sides are rethinking the future of their partnership. While the deal is “on ice,” discussions about some form of collaboration continue.
🔄 Latest Developments
New Discussion Direction
The latest discussions between both parties include:
- Equity Investment: As part of OpenAI’s current funding round
- Investment Scale: Tens of billions of dollars (rather than the original $100 billion)
- Partnership Form: Potentially adjusted to a more flexible cooperation model
Impact on Both Parties
For OpenAI:
- Need to find new funding sources to support AI R&D
- May affect training plans for GPT-5 and subsequent models
- Financing strategy requires readjustment
For Nvidia:
- Can allocate resources more flexibly
- Avoid over-reliance on a single customer
- Maintain cooperation space with other AI companies
🌐 Industry Context
Surging AI Compute Demand
AI companies like OpenAI face growing demand for high-performance computing resources:
- Training large models like GPT-5 requires massive compute power
- Real-time inference services demand high-performance GPUs
- Multimodal AI (text, image, video) further increases compute needs
Nvidia’s Market Position
- AI Chip Leader: Holds over 80% market share in AI training
- H100/H200 GPUs: Standard configuration for AI training
- Diversified Customers: Serves OpenAI, Google, Meta, Microsoft, and more
Changing Competitive Landscape
- AMD Accelerating: MI300 series GPU performance improvements
- Cloud Provider Custom Chips: Google TPU, Amazon Trainium
- Emerging Players: Cerebras, Graphcore, and other specialized AI chips
💡 Impact on AI Industry
1️⃣ Financing Model Transformation
From massive single investments to diversified financing:
- OpenAI may seek more investors
- Reduce dependence on single suppliers
- More flexible cooperation models
2️⃣ Compute Procurement Strategy Adjustment
New strategies AI companies may adopt:
- Multi-supplier strategy to reduce risk
- Combine self-built data centers with cloud services
- Explore more efficient model training methods
3️⃣ Industry Partnership Reshaping
New cooperation models may include:
- Pay-as-you-go compute services
- Technical cooperation rather than pure capital investment
- Shorter-term, more flexible cooperation agreements
🔗 Integration with Knowledge Management Tools
For professionals tracking AI industry dynamics, using the ChatGPT2Notion ecosystem can help you better track and manage this important information:
📝 Recommended Workflow:
1. Information Collection
- Use ChatGPT, Gemini, or Claude to research AI industry dynamics
- Analyze deal background and impact
- Organize key data and timelines
2. Knowledge Export Use corresponding export tools to save research results:
- ChatGPT Users → ChatGPT to Notion or ChatGPT to Obsidian
- Gemini Users → Gemini to Notion or Gemini to Obsidian
- Claude Users → Claude to Notion or Claude to Obsidian
- Perplexity Users → Perplexity to Notion or Perplexity to Obsidian
3. Build Industry Knowledge Base
- Create “AI Industry Dynamics” database in Notion or Obsidian
- Categorize by company, deal type, and timeline
- Establish relationships between key events
- Track subsequent developments
4. Investment Decision Support
- Organize key data and analysis
- Build industry trend charts
- Share research results with team
📊 Key Data Comparison
| Item | Original Plan | Current Status |
|---|---|---|
| Investment Scale | $100 billion | Tens of billions (under discussion) |
| Announcement | September 2025 | - |
| Current Status | On hold | Renegotiating |
| Partnership Form | Compute + Cash | Equity investment (under discussion) |
🔮 Future Outlook
Short-term Impact (3-6 months)
- OpenAI will announce new financing plans
- Nvidia may announce partnerships with other AI companies
- Industry may see more similar partnership adjustments
Medium-term Impact (6-12 months)
- AI company financing models may undergo systemic changes
- Compute procurement strategies become more diversified
- New industry cooperation standards may emerge
Long-term Impact (1-2 years)
- AI infrastructure market competition intensifies
- Importance of custom chips and cloud services increases
- Industry cooperation shifts from capital-driven to technology-driven
💼 Insights for Different Roles
For Investors:
- Focus on AI companies’ financing diversification strategies
- Assess compute supply chain risks
- Track opportunities in emerging AI chip companies
For AI Startups:
- Avoid over-reliance on single suppliers
- Explore more flexible compute procurement solutions
- Consider multi-cloud and hybrid deployment strategies
For Enterprise Users:
- AI service stability may be affected
- Monitor AI companies’ financial health
- Evaluate long-term partner reliability
📚 Related Reading
- OpenAI Launches Prompt Packs: Professional Prompt Libraries for 9 Career Roles
- Generative AI and Wikipedia Editing: Lessons Learned in 2025
Summary: The hold on Nvidia and OpenAI’s $100 billion deal marks an important turning point in AI industry partnership models. The shift from massive single investments to more flexible, diversified cooperation may become a new industry trend. For professionals tracking the AI industry, using knowledge management tools to track these dynamic changes is crucial.
Follow more AI industry news at ChatGPT2Notion Blog