NVIDIA Reportedly Moves Toward $30B OpenAI Investment
Narrative
Multiple reports indicate NVIDIA is preparing a $30 billion investment in OpenAI as part of a funding round that could exceed $100 billion. The deal would further intertwine frontier model development with GPU infrastructure leadership.
Reality
Reported February 22, 2026. The transaction is described as near completion but not yet formally closed. The broader round could value OpenAI at approximately $830 billion.
Implication
Deepens vertical integration between model providers and compute suppliers. Signals consolidation of AI capital at unprecedented scale. Infrastructure and cognition are no longer separate markets - they are the same layer.