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THE TRUTH ABOUT: 18 | History Defined

Nvidia May Not Invest $100 Billion in OpenAI After All. Is That a Bad Sign for NVDA Stock?

Now that Nvidia’s headline-grabbing $100 billion OpenAI deal appears to be on shaky ground, should investors be worried about NVDA stock?

Barchart

Our chances of seeing a new Nvidia-powered handheld PC with RTX 5070-level power are improving – but I'd expect the price to be a dealbreaker

I smell a new Nvidia handheld PC on the horizon, thanks to fresh chip teases from Jensen Huang, but let's hope I haven't jinxed it.

TechRadar

OpenAI reportedly isn't happy with Nvidia's GPUs while Nvidia's $100 billion investment plan in OpenAI is said to have 'stalled': Is the AI honeymoon over?

Are the two biggest beasts in AI falling out of love?

PC Gamer

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Oracle said it was ‘highly confident in OpenAI’s ability to raise funds and meet its commitments.’ Cue the stock fall

Oracle’s plan to raise $50 billion had shares rising. Then a tweet about its confidence in OpenAI triggered a selloff that spoke volumes.

Fortune

Nvidia CEO denies ‘nonsense’ report he’s unhappy with OpenAI: ‘I really love working with Sam’

“We will invest a great deal of money,” Jensen Huang said, while clarifying that Nvidia’s potential $100 billion investment was “never a commitment.”

Fortune

$15 billion tech CEO says she doesn’t know what jobs will look like in 2 years—but she’s still pushing her son into computer science

HubSpot CEO Yamini Rangan admits tech jobs are changing fast—but says Gen Z shouldn’t ditch higher education: “Depth in an area, combined with learning how to learn, is what really matters.”

Fortune

'Everybody who worked at Nvidia in the early days really wanted to make a game console' says senior VP of engineering Andrew Bell: 'Selfishly, a little bit, we built Shield for ourselves'

‘Let’s go after people who really want a premium experience.’

PC Gamer

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Jensen Huang warns TSMC needs to 'work very hard' to meet AI demand — Nvidia CEO says its demand alone may force doubling its capacity over the next decade

Nvidia CEO Jensen Huang says TSMC needs to work very hard to expand capacity in order to keep up with AI demand.

Tom’s Hardware

Watch out, Intel: Nvidia finally confirms next-gen N1X and N1 chips for AI PCs are coming

Nvidia CEO Jensen Huang has reportedly confirmed its Arm-based N1X and N1 chips for AI desktops and laptops, built in collaboration with MediaTek, and it's looking to take the CPU crown from Intel and AMD.

Tom’s Guide

'TSMC needs to work very hard this year because I need a lot of wafers' says Nvidia CEO Jensen Huang outside a 'trillion-dollar dinner' for top tech manufacturers in Taiwan

Sounds lovely.

PC Gamer

Stocks Set to Open Lower as Risk Sentiment Weakens, U.S. Jobs Data and Earnings in Focus

March S&P 500 E-Mini futures (ESH26) are down -0.57%, and March Nasdaq 100 E-Mini futures (NQH26) are down -0.92% this morning, pointing to a lower open on Wall Street as investors continue to sell risky assets amid a rout in precious metals.

Barchart

NVIDIA CEO denies reports he was 'unhappy' with OpenAI — reiterates plans for a "huge investment," but how much will it be?

NVIDIA CEO Jensen Huang joins in with other companies floating investment to save OpenAI from imploding.

Windows Central

Nvidia's plan to invest $100 billion in OpenAI appears unlikely — Jensen reportedly criticizing OpenAI's business decisions in private discussions

Nvidia and OpenAI are still in talks about the $100-billion MOU the two parties signed in September 2025, and it seems that deal will be modified for a much "smaller" sum of tens of billions of dollars.

Tom’s Hardware

Nvidia Shield TV software updates are going to keep coming – and we might even see a new device one day

Nvidia's Andrew Bell has been talking to Ars Technica about the present and the future of the Nvidia Shield TV.

TechRadar

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PC Gamer

DeepSeek has reportedly been given conditional approval by the Chinese government to buy Nvidia's AI GPUs

If true, China's top AI startup may be about to receive some serious hardware horsepower.

TechRadar

'AI is entering its next frontier... the foundation of the AI industrial revolution': Nvidia confirms CoreWeave will be among the first to get Vera Rubin chips as it doubles down on financial commitments

Nvidia expands its CoreWeave partnership with capital investment, early access to Vera Rubin, and deeper coordination on large-scale AI factory construction.

Barchart

As Nvidia Eyes an OpenAI Investment, Should You Buy, Sell, or Hold NVDA Stock?

As the AI money loop tightens, is this the moment for investors to double down on NVDA, or finally tap the brakes?

Tom’s Hardware

Nvidia CEO denies that US wants to shift 40% of Taiwan's chipmaking capacity to America — Jensen Huang says onshoring is all new capacity, will preserve island nation's silicon shield

Nvidia's Huang claims that Taiwan will not lose its silicon shield as TSMC expands overseas because demand for leading-edge semiconductor production is so high that a global chipmaking footprint is essential to meet it.

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Capital & Main

Are California’s Billionaires Crying Wolf?

Uber-rich say they’ll flee if wealth tax proposal passes. History suggests otherwise.

Tom’s Hardware

Nvidia CEO Jensen Huang says China hasn't approved H200 imports yet — also confirms no new orders placed while Beijing decides

In one of the first official updates into the H200 China saga, CEO Jensen Huang has confirmed Beijing hasn't decided whether to allow imports of the chip, and that the company ahs received no new orders from Chinese companies as a result.

Barchart

3 Data Stocks to Buy as Experts Call for Massive Growth Ahead

Global X is calling for 14% annual data center expansion through 2030. AMZN, AVGO, and NVDA should be the best plays to ride this massive growth.

International Business Times UK

NVIDIA CEO Jensen Huang Says 'A Lot' of Six-Figure Construction Jobs Unlocked by AI Centres Boom

Nvidia CEO Jensen Huang predicts an AI infrastructure boom will unlock millions of six-figure jobs for electricians and plumbers, shifting lucrative careers away from coding.

Barchart

Chinese Tech Giants Receive the OK to ‘Prep’ for H200 Orders. How Should Nvidia Stock Investors Play the Return to China Thesis?

Top tech companies like Alibaba and ByteDance have been told they can prepare for H200 orders.

Tom’s Hardware

Nvidia pumps another $2 billion into CoreWeave and announces standalone availability of Vera CPU — chipmaker increases stake in its customer to 9%

Nvidia is spending another $2 billion investing in CoreWeave, one of its AI customers, due to "confidence in their growth and confidence in CoreWeave’s management," according to CEO Jensen Huang.

Barchart

CoreWeave Stock Is Challenging Its 200-Day Moving Average on Nvidia Investment. Should You Load Up on CRWV Here?

CoreWeave stock is rallying as Nvidia invests $2 billion, but failure to break above 200-day MA could reinforce downward momentum in CRWV shares.

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