NVIDIA revealed that it has not finalized its 100 billion dollar (approximately 147 trillion won) investment in open AI. While Open AI is losing technological leadership due to competitive artificial intelligence (AI) such as Google's “Gemini 3,” financial risks are also being highlighted. There are doubts in the market about whether Sam Altman, Chief Executive Officer (CEO) of Open AI (CEO), who expanded the front line from AI to platforms, devices, and infrastructure, has reached its limit.
On the 2nd (local time), Collet Kress, Chief Financial Officer (CFO) of NVIDIA, stated at the “UBS Global Technology and AI Conference” held in Arizona, USA, that “we have not yet completed a final contract with OpenAI and are cooperating (to conclude a final contract).” Earlier, Jensen Huang, CEO of NVIDIA, stated that “orders worth 500 billion dollars are being pushed until next year.” CFO Cress's remarks on this day mean that there is no Open AI order using NVIDIA's $100 billion investment for 500 billion dollars. Although NVIDIA's stock price rose slightly due to the possibility of additional orders, uncertainty about the investment that was initially known to have been pledged was highlighted in OpenAI. Open AI, which is struggling with large-scale deficits, is in a hurry with cash to cover huge infrastructure investments and labor costs. Recently, the situation has worsened as the AI model performance is being pushed to Google Gemini 3 and the competitive advantage has been lost. At the end of the day, CEO Altman declared “code red” measures to improve the quality of chat GPT on the 1st and announced that he was postponing the launch of other products, but pessimism is raised about whether the limit has already been reached.
? Shaking open AI... NVIDIA is also “undecided to invest 100 billion US dollars”
