2026年2月1日22:00（UTC+8）在台北，Nvidia Corp. 执行长 Jensen Huang 表示，对 OpenAI「最高可达 1,000 亿美元」的投资提议「从来不是承诺」，公司只会「一次看一轮」资金募集。他说 OpenAI 邀请 Nvidia 投资最高 1,000 亿美元，Nvidia 感到荣幸，但会一步一步投；他同时将此描述为「可能是我们做过最大的投资」。
依据9月签署的意向书（letter of intent），Nvidia 曾表示计划对 OpenAI 投资「高达 1,000 亿美元」，用于新资料中心与其他 AI 基础设施，目标是建置至少 10 吉瓦（10 GW）的电力容量并采用 Nvidia 先进晶片，用于训练与部署 AI 模型；其中首个 1 吉瓦（1 GW）代表至少 10 吉瓦计划的约 10%。The Wall Street Journal 于周五报导该计划在9月宣布后已停滞，部分 Nvidia 内部人士质疑交易；报导称 Huang 私下强调 1,000 亿美元协议不具约束力，并批评他所称 OpenAI 商业作风缺乏纪律、且担忧竞争。Huang 周六回应称这些说法「是胡说」，并表示他相信 OpenAI；他未说明确切金额，但说本轮出资不会接近 1,000 亿美元。
就双方联合投资计划的首个 1 吉瓦部署是否如期，Huang 周日表示「取决于 OpenAI」，因为那是 OpenAI 的基础设施。过去一年，Nvidia 对 OpenAI（也是其先进 AI 晶片的重要买家）的投资计划加深了市场对 AI「循环交易」的疑虑：科技公司投资会购买其产品的 AI 企业，可能在财务上人为支撑需求，投资人对此质疑正在升高。作为另一例，Nvidia 近期也宣布计划对同为重要客户的云端运算业者 CoreWeave Inc. 额外投资 20 亿美元。
At 10:00 PM GMT+8 on Feb. 1, 2026 in Taipei, Nvidia Corp. CEO Jensen Huang said the proposed “up to $100 billion” investment in OpenAI “was never a commitment,” and that Nvidia would consider funding “one round at a time.” He said OpenAI invited Nvidia to invest up to $100 billion, Nvidia was honored, but it would invest step by step; he also described it as potentially “the largest investment we’ve ever made.”
Under a letter of intent signed in September, Nvidia had said it planned to invest as much as $100 billion in OpenAI to support new data centers and other AI infrastructure, targeting at least 10 gigawatts (10 GW) of power capacity built around Nvidia’s advanced chips to train and deploy AI models; the first 1 gigawatt (1 GW) would be about 10% of a plan of at least 10 GW. The Wall Street Journal reported on Friday that the plan announced in September had stalled after some inside Nvidia raised doubts; it said Huang privately stressed the $100 billion agreement was nonbinding, criticized what he described as a lack of discipline in OpenAI’s business approach, and voiced competitive concerns. On Saturday, Huang called the negative framing “nonsense,” said he believes in OpenAI, declined to name an exact amount, and said Nvidia’s contribution to the current round would not come close to $100 billion.
Asked whether the first 1 gigawatt under the joint plan is on schedule, Huang said on Sunday that it is “up to OpenAI,” because it is OpenAI’s infrastructure. Over the past year, Nvidia’s plan to invest in OpenAI, a key buyer of its advanced AI chips, has intensified concerns about “circular deals” in AI: tech firms investing in AI businesses that buy their products may be financially propping up demand, and investor skepticism has been rising. As another example, Nvidia recently announced plans to invest an additional $2 billion in CoreWeave Inc., a cloud computing provider that is also a key customer.