Overview
- Yahoo Finance reports that Nvidia’s previously floated plan to invest up to $100 billion in OpenAI has stalled, with current discussions said to center on a smaller equity stake in the tens of billions.
- Jensen Huang has privately emphasized the $100 billion figure was non‑binding and has voiced concerns about OpenAI’s business discipline and staying power against Google and Anthropic, according to the same reporting.
- Analysts and investors are expressing concern that AI infrastructure costs are outpacing revenue, pushing companies to raise debt and issue stock to fund expansion.
- Nvidia remains the leading supplier of high‑performance GPUs that power AI workloads and are widely deployed in major data centers.
- TV host Jim Cramer described Nvidia shares as a “coiled spring,” noting a roughly 24x earnings multiple and a gain of more than 55% over the past year, and he framed the pause as a potential buying opportunity.