By TradingView
Publication Date: 2026-02-03 16:51:00
Nvidia stock fell more than 3% on Tuesday, extending losses from the previous session, as investors weighed growing scrutiny around the chipmaker’s closely watched partnership with OpenAI.
The decline came amid a flurry of reports and public comments aimed at reassuring Wall Street that the relationship between the two companies remains intact, even as both sides seek to avoid overdependence on one another.
The partnership has come under pressure since The Wall Street Journal reported late last week that Nvidia had delayed a planned investment of up to $100 billion in OpenAI, the developer of ChatGPT.
The report raised concerns about the durability of one of the most high-profile alliances in the artificial intelligence boom.
In response, Nvidia Chief Executive Officer Jensen Huang said the company intends to make a “huge investment” in OpenAI, though he did not specify the size or timing of the commitment.
His comments were widely interpreted as an effort to calm investor unease following the Journal report.
Is there a rift?
Speculation intensified on Monday after Reuters reported that OpenAI has not been fully satisfied with Nvidia’s latest artificial intelligence chips and has been seeking alternative sources of hardware.
According to the report, OpenAI wants alternatives to cover roughly 10% of its inference needs.
Reuters reported that OpenAI, led by Chief Executive Officer Sam Altman, has been exploring other options since last year, citing eight sources…