In September 2025, Nvidia and OpenAI announced a letter of intent for Nvidia to invest up to $100 billion in OpenAI's AI infrastructure. At the time, the companies said they expected to finalize details "in the coming weeks." Five months later, no deal has closed, Nvidia's CEO now says the $100 billion figure was "never a commitment," and Reuters reports that OpenAI has been quietly seeking alternatives to Nvidia chips since last year.

Reuters also wrote that OpenAI is unsatisfied with the speed of some Nvidia chips for inference tasks, citing eight sources familiar with the matter. Inference is the process by which a trained AI model generates responses to user queries. According to the report, the issue became apparent in OpenAI's Codex, an AI code-generation tool. OpenAI staff reportedly attributed some of Codex's performance limitations to Nvidia's GPU-based hardware.

After the Reuters story published and Nvidia's stock price took a dive, Nvidia and OpenAI have tried to smooth things over publicly. OpenAI CEO Sam Altman posted on X: "We love working with NVIDIA and they make the best AI chips in the world. We hope to be a gigantic customer for a very long time. I don't get where all this insanity is coming from."

Read full article

Comments

On Wednesday, China approved imports of Nvidia's H200 artificial intelligence chips for three of its largest technology companies, Reuters reported. ByteDance, Alibaba, and Tencent received approval to purchase more than 400,000 H200 chips in total, marking a shift in Beijing's stance after weeks of holding up shipments despite US export clearance.

The move follows Beijing's temporary halt to H200 shipments earlier this month after Washington cleared exports on January 13. Chinese customs authorities had told agents that the H200 chips were not permitted to enter China, Reuters reported earlier this month, even as Chinese technology companies placed orders for more than two million of the chips.

The H200, Nvidia's second most powerful AI chip after the B200, delivers roughly six times the performance of the company's H20 chip, which was previously the most capable chip Nvidia could sell to China. While Chinese companies such as Huawei now have products that rival the H20's performance, they still lag far behind the H200.

Read full article

Comments