Nvidia’s newly announced strategic partnership with OpenAI has not been finalized. “There is no assurance that we will enter into definitive agreements with respect to the OpenAI opportunity or other potential investments,

While the deal was announced in September 2025, NVIDIA claims it is still not definitive and no investment has been fully agreed upon, if any.

CEO Jensen Huang addresses the AI bubble and highlights Nvidia's new partnerships with Anthropic, OpenAI, and xAI.

In its latest financial earnings, Nvidia Corp. (NASDAQ: NVDA) highlighted the uncertainty surrounding its $100 billion deal with OpenAI

Nvidia clarified to investors that its $100 billion investment in OpenAI is not a finalized contract, despite a prior announcement. The chipmaker emphasized that definitive agreements are not assured,

Nvidia shares were initially up after an earnings report that included raised revenue guidance for the next quarter. But shares closed 3% lower.

SoftBank unloaded $5.8 billion in Nvidia shares as part of a broader $40 billion bet on OpenAI, fueling fears of an AI bubble.

Foxconn said that the $1.4 million supercomputing cluster it is building in Taiwan with Nvidia will be ready by the first half of 2026. Once completed, it will be Taiwan’s largest advanced GPU culture.

A historic capex surge, thin AI revenues, and extreme index concentration leave investors one disappointment away from a broad‑based equity shock.