NVIDIA is reportedly preparing a $30 billion investment in OpenAI, replacing a previously announced $100 billion long-term deal, according to a report on February 19, 2026. The updated deal might be finalized over this weekend, along with OpenAI’s larger capital raise for the expansion of artificial intelligence infrastructure.
OpenAI, the organization that developed ChatGPT, is planning to raise as much as $100 billion in its latest round of fundraising, which could put the company’s value at around $830 billion. Reuters and several other media have mentioned that Nvidia refused to comment, and the report has not been checked by independent sources.
Shift From $100 Billion Commitment to Equity Investment
The restructuring is a radical break from the multi-year $100 billion partnership that was announced last September. Instead of making a huge infrastructure investment commitment right away, Nvidia is going to own a part of OpenAI while continuing to supply the advanced AI hardware essential to its operations.
Under this revised arrangement, OpenAI will be expected to reinvest a significant portion of the capital it raised into the semiconductor hardware of Nvidia. The strategy lowers the financial risk of Nvidia in the short term but provides a longer-term guarantee that the AI chips underpinning large-scale generative models will be in demand.
With the transition to equity investment instead of direct funding of infrastructure, Nvidia can sustain high hardware demand and realize the growth gains of OpenAI. The action has attracted the attention of many investors who are waiting to see the fluctuating stock price at Nvidia.
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NVIDIA Stock Reacts Amid Market Volatility
NVIDIA’s stock price has been experiencing considerable volatility amid investor uncertainty. The company’s shares have been witnessing a price decline, touching a six-week low of about $177 in early February. The decline in the stock price can be attributed to the initial deal of investing $100 billion in the infrastructure of OpenAI, export restrictions on chips used in artificial intelligence to China, and the sustainability of the investment in artificial intelligence.
In response to the announcement of a reduced investment of $30 billion, the company’s shares have been rising to the high $180s, driven by the formation of new strategic partnerships and chip supply deals, including a significant agreement with the social media giant, Meta.
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