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Yes, NVIDIA Must Invest in OpenAI

In order to keep the AI game of musical chairs going, NVDA must invest in OpenAI

Jonathan Maietta's avatar
Jonathan Maietta
Feb 04, 2026
∙ Paid

OpenAI drives more GPU consumption than any other company at this point. NVIDIA (NVDA) must “invest” in, or subsidize OpenAI unless Jensen wants to see his equity get cut in half, or worse.

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