Nvidia (NVDA) Stock: $30B OpenAI Deal Nears as AI Funding Hits $830B Valuation

TLDR

• Nvidia slips 0.04% as $30B OpenAI deal nears close.
• OpenAI funding round targets massive $830B valuation.
• $30B equity stake replaces prior $100B supply pledge.
• SoftBank, Amazon, Microsoft join funding talks.
• Deal deepens Nvidia’s AI hardware dominance.

Nvidia (NVDA) closed at $187.90 on Thursday, slipping 0.04% for the session. The marginal move came as the chipmaker moved toward a major capital commitment. The company is finalizing a $30 billion investment in OpenAI within a broader funding round.

NVIDIA Corporation, NVDA
Nvidia is nearing a definitive agreement to invest $30 billion in OpenAI. The investment will form part of a funding round exceeding $100 billion. That round would value OpenAI at about $830 billion after completion.

The planned investment replaces a prior commitment announced in 2025. Under that framework, Nvidia had pledged up to $100 billion in long-term support. The revised structure now centers on a direct equity stake.

Nvidia had earlier planned to deploy an initial $10 billion. However, negotiations extended longer than expected and delayed execution. The companies now aim to conclude discussions as soon as this weekend.

OpenAI Funding Round Targets $830B Valuation

OpenAI is raising more than $100 billion from multiple strategic backers. The transaction would rank among the largest private capital raises on record. As a result, the company’s valuation would climb to approximately $830 billion.

SoftBank Group, Amazon, Microsoft, and MGX are in discussions to participate. These firms seek deeper ties with leading AI developers and infrastructure providers. Consequently, the round reflects tighter integration across the sector.

OpenAI plans to allocate much of the capital toward Nvidia hardware purchases. The chips power model training and large-scale deployment. Therefore, the investment strengthens both companies’ commercial alignment.

Strategic Ties Deepen Across AI Infrastructure

The new structure replaces Nvidia’s earlier $100 billion supply-linked commitment. That earlier plan focused on supporting OpenAI’s use of Nvidia systems in data centers. The updated approach provides direct ownership exposure instead.

The shift follows market concern about long-term AI spending levels. Nvidia’s scaled-back pledge had pressured technology stocks in recent weeks. However, the revised investment clarifies capital allocation and partnership terms.

Nvidia’s participation highlights the interconnected nature of AI development. Chip suppliers, cloud providers, and model builders now share capital and infrastructure strategies. As funding accelerates, companies align financial interests with computing demand.

OpenAI continues to expand operations amid rising development costs. The company requires large computing resources to train advanced models. It seeks substantial capital to sustain growth and offset operating expenses.

Reports indicate OpenAI is considering a public listing as early as late 2026. Such a move would follow completion of the current private raise. For now, management focuses on closing the funding round and securing infrastructure support.

Nvidia’s investment would reinforce its role as the primary hardware provider. The deal also ties future OpenAI expansion to Nvidia’s data center ecosystem. Together, the companies aim to strengthen their position in the global AI market.

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