Nvidia’s Doubts About OpenAI Are a Warning for Microsoft

Nvidia’s Doubts About OpenAI Are a Warning for Microsoft

By Parmy Olson
Publication Date: 2026-02-04 04:30:00

In an industry numb to eye-watering AI bets, it takes a lot to make a chief executive hesitate. So Nvidia’s Jensen Huang blinking at one such commitment to OpenAI is worthy of notice. According to the Wall Street Journal, the chief executive officer of Nvidia Corp. has been telling industry associates that his $100 billion investment in the ChatGPT maker announced last year was actually nonbinding. He also reportedly privately criticized the company’s lack of business discipline.