.png){kind=logo}
NVIDIA CEO Jensen Huang recently indicated that the company is pulling back from its close ties with AI leaders OpenAI and Anthropic. While Huang offered explanations about Nvidia’s evolving strategy, his remarks have sparked speculation about the future of AI partnerships and the shifting dynamics of the rapidly expanding AI industry. NVIDIA CEO Jensen Huang had committed to investing up to $100 billion in OpenAI in September 2025.
At the Morgan Stanley Technology, Media and Telecom conference in downtown San Francisco on Wednesday (March 4, 2026), Nvidia CEO Jensen Huang said his company’s recent investments in OpenAI and Anthropic are likely to be its last in both AI firms.
A Huang’s spokesman pointed to a transcript from the company’s fourth-quarter earnings call, where Huang said all of Nvidia’s investments are “focused very squarely, strategically on expanding and deepening our ecosystem reach,” a goal its earlier stakes in both companies have arguably met.
Sam Altman announced to the world that OpenAI had just “raised a $110 billion round of funding from Amazon, NVIDIA, and SoftBank.”
“We are grateful for the support from our partners, and have a lot of work to do to bring you the tools you deserve,” Altman wrote on his X (previously Twitter) account.
According to reports, OpenAI received $110 billion in funding from several tech giants. Amazon has pitched in $50 billion, with NVIDIA and SoftBank committing US$30 billion each. The current funding round for OpenAI is over, and more investors are expected to participate in the ChatGPT maker's next round.
“NVIDIA has long been one of our most important partners, and their chips are the foundation of AI computing,” Altman wrote on his X handle. “We are grateful for their continued trust in us, and excited to run their systems in AWS. Their upcoming generations should be great.”
NVIDIA’s relationship with Anthropic now looks fraught. Just two months after Nvidia announced a $10 billion investment in November, Anthropic CEO Dario Amodei took the stage at Davos and dropped a comment that raised quite a few eyebrows. Without naming the chip giant directly, he compared the act of US chip companies selling high-performance AI processors to approved Chinese customers to “selling nuclear weapons to North Korea.”
When Nvidia first announced it would invest up to $100 billion in OpenAI last September, MIT Sloan professor Michael Cusumano described it as “kind of a wash,” observing that “Nvidia is investing $100 billion in OpenAI stock, and OpenAI is saying they are going to buy $100 billion or more of Nvidia chips.”
The Trump administration blacklisted Anthropic, barring federal agencies and military contractors from using its tech after the company refused to allow its models to be used for autonomous weapons or mass domestic surveillance.
Within hours of that announcement, OpenAI said it had struck its own deal with the Pentagon. Anthropic has called this move “mendacious”. Within 24 hours of the back-to-back announcements, Anthropic’s Claude shot to the top of the free-app rankings on Apple’s US App Store, overtaking ChatGPT.
NVIDIA is minting money selling the chips that power both companies. Growing concern that such deals could be creating an investment bubble might explain why the commitment shrank.
Also Read: Pentagon Clash With Anthropic Raises AI Control Questions and NVIDIA Risk
NVIDIA’s shift may signal a broader strategy to position itself as a neutral infrastructure provider in the AI race. By reducing perceived alignment with specific AI labs like OpenAI and Anthropic, the company could strengthen its role as the backbone of the entire artificial intelligence ecosystem.
