OpenAI unhappy with some NVIDIA chips, seeking alternatives

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OpenAI unhappy with some Nvidia chips, seeking alternatives: sources
OpenAI is unsatisfied with some of Nvidia’s latest artificial intelligence chips, and it has sought alternatives since last year, eight sources familiar with the matter said, potentially complicating the relationship between the two highest-profile players in the AI boom.

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Nvidia shares steady as OpenAI explores alternative AI chip suppliers
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OpenAI shifts from NVIDIA chips amid inference concerns
Nvidia rival Cerebras secures $1 bn funding, valuation jumps to $23 bn
AI chipmaker Cerebras Systems said on Wednesday it raised $1 billion in a ‍late-stage funding round that valued it at $23 billion, nearly ​tripling its valuation just over four months after ‌its previ...

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Nvidia nears deal to invest $20 billion in OpenAI round
Nvidia nears deal to invest $20 billion in OpenAI funding round, source says
CNBC Daily Open: Nvidia denies rift with OpenAI, while software and asset management stocks plunge
CEO Jensen Huang told CNBC's Jim Cramer on Tuesday that there's " no drama involved " between the company and OpenAI.

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Oracle says it’s ‘highly confident’ in OpenAI funding amid Nvidia ‘rift’ reports
Nvidia Clarifies $100B OpenAI Investment Speculation, Says Funding Will Be Gradual

Nvidia’s $100 billion OpenAI deal has seemingly vanished

In September 2025, Nvidia and OpenAI announced a letter of intent for Nvidia to invest up to $100 billion in OpenAI’s AI infrastructure. At the time, the companies said they expected to finalize details “in the coming weeks.

Jensen Huang says Nvidia would love to back an OpenAI IPO, and there's 'no drama' with Sam Altman

Jensen Huang said Nvidia would love to back a future OpenAI IPO and dismissed talk of tension with Sam Altman.

Nvidia's Jensen Huang denies OpenAI deal rumors: 'There's no drama'

Nvidia CEO Jensen Huang said the chipmaker's plan to invest in OpenAI remains "on track" in an interview with CNBC's Jim Cramer. Nvidia CEO Jensen Huang said the chipmaker's plan to invest in OpenAI remains "on track" after recent reports suggested brewing tension between the two sides.

OpenAI reportedly has its own issues with Nvidia after Jensen Huang’s underwhelming support

The artificial intelligence story is turning more dramatic after a published report that ChatGPT maker OpenAI has concerns about the quality of Nvidia’s microchips, just after CEO Jensen Huang walked back his company’s plans to invest in the large language model creator.
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Nvidia Weighs Major OpenAI Stake As AI Alliances And Risks Evolve

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Nvidia is nearing a multibillion-dollar investment in OpenAI, expected to be its ...

All the Messy Drama Between OpenAI and Nvidia, Explained

To account for this, Nvidia bought Groq (no, not Grok), the AI chips startup reportedly eyed by OpenAI, in its largest purchase ever. Then, last month, Nvidia unveiled its new Rubin platform, with a presentation that boasted inference and memory bandwidth wins.