One of the most ambitious deals in the field of artificial intelligence is the $100 billion collaboration between Nvidia and OpenAI. However, Nvidia has expressed caution in response to this agreement.
Nvidia has stated that there is no guarantee that the creator of ChatGPT will proceed with the deal as originally planned, or that the terms will remain unchanged.
This multi-billion-dollar agreement involves building an AI factory with a computing capacity of 10 gigawatts, powered by Nvidia’s next-generation Vera Rubin accelerators.
The warning comes from Nvidia’s recent quarterly 10-Q filing with the U.S. Securities and Exchange Commission (SEC). The document notes that “there is no assurance that we will enter into definitive agreements with respect to the OpenAI opportunity or other potential investments.” This uncertainty also applies to partnerships with other key companies such as Intel and Anthropic.
Nvidia Uncertain About the $100 Billion Partnership
Nvidia’s CEO, Jensen Huang, highlighted the importance of disciplined execution. He explained that while the ambition behind the project is huge, every step must align with OpenAI’s demand visibility and financial capacity.
“All of that has to be in accordance, has to be aligned, has be coherent, before we start to build out,” he said.
His comments reflect the massive — and sometimes unpredictable — scale of today’s AI boom. Despite OpenAI’s reported growth, with 800 million weekly users, Nvidia remains cautious about the long-term commitment.
Nvidia’s statement, although a standard risk disclosure, underscores the logistical challenges of such an investment and the company’s prudent stance in case of potential market changes — such as a decline in AI demand in the future.
