Jensen Huang Reportedly Skeptical of OpenAI's Business Model, Stalling $100B Partnership Talks

Talks between NVIDIA and OpenAI on a potential ~$100 billion deal have reportedly stalled, with Jensen Huang growing skeptical of OpenAI's path to sustainable revenue — a notable crack in the AI industry's most important hardware-software axis.

Negotiations between NVIDIA and OpenAI on what would have been a roughly $100 billion deal have stalled, according to multiple accounts on X. The reason, per @StockSavvyShay: "Jensen Huang has reportedly grown skeptical of OpenAI's business model." @iDhavalDP corroborated the framing, quoting Huang's skepticism directly.

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