Nvidia Halts 100B OpenAI Investment Plan; Amazon Steps in With 50B Negotiation

It’s Saturday morning, January 31, 2026, and the “bromance” between the world’s most valuable chipmaker and the face of the AI revolution just hit a massive snag. Yesterday, reports broke that Nvidia’s eye-watering 100 billion investment in OpenAI has officially stalled.

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The thing is, $100 billion isn’t just pocket change; it was meant to be the fuel for a 10-gigawatt AI supercomputer—power equivalent to the entire city of New York. Or nothing.

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The Nvidia-OpenAI Rift: Field Notes

It’s an ongoing situation where the two companies are “rethinking” their future together. Here’s the ground reality of why the gears have stopped turning:

• The “Lack of Discipline” Critique: Jensen Huang (Nvidia CEO) hasn’t been shy behind closed doors. He’s reportedly criticized OpenAI’s “lack of commercial discipline” and expressed serious concern about the heat they’re feeling from Google and Anthropic. Let’s be real—Huang doesn’t like betting $100 billion on a company that hasn’t found a clear path to profit yet. Those too.

• The Amazon Threat: Here’s the kicker—Amazon is currently swooping in with a potential $50 billion investment. If that deal goes through, OpenAI might move more of its compute to Amazon’s own chips (Trainium/Inferentia), which is a direct middle finger to Nvidia’s dominance.

• The “Non-Binding” Shuffle: Jensen has been reminding everyone that the original letter of intent signed in September was “non-binding.” Translation: “I reserve the right to walk away if you keep burning through cash like it’s firewood.” Or nothing.

• The Circular Funding Worry: Investors have been spooked by “circular deals” where Nvidia invests in its own customers just so they can buy more Nvidia chips. Huang called the criticism “ridiculous” earlier this week, but internal doubt clearly remains.

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OpenAI’s Massive 2026 Funding Hunt

And Here’s the Kicker…

While Nvidia is pulling back on OpenAI, they just dumped 2 billion more into CoreWeave (a specialized AI cloud provider) on Monday. It’s an ongoing situation where Nvidia is diversifying their bets. They’d rather own the “plumbing” of AI than just the most famous “fountain.” Those too.

One side comment—OpenAI’s burn rate reportedly hit 8.5 billion last year. If this $100 billion round doesn’t close soon, their plans for a 1 trillion IPO later this year might start looking like a pipe dream. It’s an ongoing situation. Or nothing.

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End…

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