What NVIDIA Corp.’s (NVDA) OpenAI Talks Mean for the Expanding AI Ecosystem

Rizwan Siddiqui

Fri, February 13, 2026 at 12:39 AM GMT+9 2 min read

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NVIDIA Corporation (NASDAQ:NVDA) is among the best machine learning stocks to buy according to analysts. As NVIDIA and OpenAI sit at the core of the AI ecosystem, any deal between the two is likely to have a broad industry impact. That is why the recent news flow about NVIDIA’s investments in OpenAI has been discussed keenly, given its second-order effects.

On Wednesday, February 4, Bloomberg reported that talks between NVIDIA Corporation (NASDAQ:NVDA) and OpenAI are nearing completion of a $20 billion investment from NVIDIA. The report cites people close to the matter, although both companies have declined to comment to Bloomberg. This development was previously reported by The Financial Times.

Bloomberg had earlier reported that OpenAI is targeting $100 billion in new funding, and Amazon.com and SoftBank have already discussed investing up to $50 billion and $30 billion, respectively. It should be noted that NVIDIA discussed an up to $100 billion investment in the company in September 2025, which hasn’t yet materialized and has again taken the center stage, as The Wall Street Journal recently reported that the investments have been paused. But on February 3, during a discussion in Taipei, CEO Jensen Huang said that the investment was “never a commitment”:

We never said we would invest $100B in one round. They invited us to invest up to $100 billion, and of course, we were very happy and honored that they invited us, but we will invest one step at a time.

What NVIDIA Corp.’s (NVDA) OpenAI Talks Mean for the Expanding AI Ecosystem

NVIDIA Corporation (NASDAQ:NVDA) is a fabless semiconductor and AI computing company that designs GPUs, AI accelerators, Application Programming Interfaces (APIs), and system-on-a-chip units. Through its CUDA ecosystem, the company enables industries ranging from autonomous vehicles to scientific research by advancing AI, accelerated computing, and data center infrastructure.

Through innovation over the years, NVIDIA has become central to machine learning, as its GPUs are the standard hardware for training and running AI models.

While we acknowledge the potential of NVDA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

READ NEXT:  12 Best Software Infrastructure Stocks to Buy According to Hedge Funds and Cathie Wood’s Stock Portfolio: Top 10 Stocks to Buy.

Disclosure: None. This article is originally published at Insider Monkey.

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