Nvidia is not viewed as likely to walk away from the deal since it has made a significant investment in Open AI. Rather, Nvidia is likely to hedge its bets and no longer be exclusive with Open AI. It would not be alone in expanding its partnerships; Microsoft is also said to be looking to expand its agentive AI partnerships beyond just that with Open AI.
And in fact that’s exactly what happened. Last November, Microsoft and Nvidia took stakes in Anthropic, with Microsoft investing $5 billion and Nvidia investing $10 billion in the Open AI competitor.
When the letter of intention was signed last year, it said the first Nvidia systems were to be deployed in the second half of 2026. So time is running out to meet this deadline. If Nvidia is indeed getting cold feet, it’s going to have to decide soon, observers say.
But on CNBC, Huang didn’t sound like he was getting cold feet at all. “I don’t know any other company that possibly could do this,” he said. “All of this is possible because the amount of traffic, the amount of interest that they have in their in their product, what they need more than anything right now is compute. When they have compute, it will directly translate to revenues for them.”
He concluded with a fairly definitive statement: “As I’ve said before, this is a once in a generation company. We’re delighted to invest in it.”
