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.

The Japanese bank and hyperscaler have seen serious selling. Some say their association with OpenAI is to blame.

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

Despite its hefty market cap, Nvidia still trades at a reasonable forward P/E ratio, just 45 times full-year earnings estimates. Wall Street analysts currently anticipate Nvidia's earnings growing by an average of almost 33% annually over the next three to five years. That is plenty of growth to justify owning the stock at these levels.

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.

Microsoft and Nvidia plan to invest in Anthropic under a new tie-up that includes a $30 billion commitment by the Claude maker to use Microsoft's cloud services, the latest high-profile deal binding together major players in the AI industry.