Why Nvidia is ‘highly motivated’ to keep investing in OpenAI

MarketWatch

by Britney Nguyen

February 20, 2026

AI-Generated Deep Dive Summary

Nvidia’s strategic investments in OpenAI are driven by a need to counterbalance Google’s growing influence in artificial intelligence (AI) and ensure sustained demand for its high-performance computing (HPC) chips. Despite reports suggesting potential scaling back of the $100 billion infrastructure agreement, Nvidia remains highly motivated to maintain this relationship, as it is seen as a critical hedge against competition from Alphabet Inc.’s (GOOGL) AI initiatives. According to D.A. Davidson managing director Gil Luria, Nvidia views OpenAI as “the main counterweight” to Google’s dominance in the AI space. The partnership with OpenAI is not just about financial investments but also about technological collaboration. Nvidia’s GPUs and HPC chips are essential for training and running large language models like ChatGPT, which require significant computational power. By continuing to invest in OpenAI, Nvidia ensures that its hardware remains central to the development of cutting-edge AI technologies, reinforcing its position as a leader in the AI chip market. This strategic move also matters financially because it positions Nvidia to benefit from the exponential growth of AI applications across industries. As OpenAI and other AI startups expand their capabilities, the demand for powerful chips like Nvidia’s will likely increase, driving revenue and solidifying the company’s dominance in the tech sector. For investors, this underscores the importance of Nvidia’s role in shaping the future of AI, making it a key player to watch in the technology and finance industries. In summary, Nvidia’s commitment to OpenAI is not just about countering Google; it’s about securing a future where its chips remain indispensable for advancing AI technologies. This dynamic highlights the broader trends in the tech industry, where partnerships and strategic investments are crucial for maintaining competitive advantage and long-term growth.

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Originally published on MarketWatch on 2/20/2026