On September 23, 2025, Reuters confirmed that Nvidia will invest up to $100 billion in OpenAI and supply it with data center chips, in a deal that gives it a non-voting financial stake and raises regulatory questions about competition. The deal aims to accelerate the building of a supercomputing infrastructure to train and run next generations of models. For users and the market, this means an abundance of computing power that could accelerate the arrival of new features and stabilize services. Future impact: The concentration of power in a single hardware provider may prompt regulators to tighten oversight of market structure.
Nvidia is investing up to $100 billion in OpenAI.
