In the face of circulating reports questioning OpenAI’s satisfaction with Nvidia’s newest AI processor offerings, OpenAI CEO Sam Altman took to the social media platform X on Monday to assert the company’s enduring and robust partnership with Nvidia Corp (NASDAQ:NVDA). Altman described Nvidia’s AI hardware as the benchmark standard and dismissed rumors suggesting any weakening of their relationship.
Altman’s message was clear and emphatic: "We love working with NVIDIA and they make the best AI chips in the world," he wrote. He further expressed OpenAI’s intention to remain a significant customer of Nvidia’s products for the foreseeable future. The CEO’s statement came in direct response to reports indicating that OpenAI had been unhappy with some of Nvidia’s latest chip releases and had been evaluating other hardware suppliers since at least 2025.
Addressing this speculation, Altman characterized such stories as unfounded, remarking he was unsure "where all this insanity is coming from." His comments serve to clarify that, despite exploring options due to rapidly increasing computational demands, OpenAI’s core reliance on Nvidia’s technology remains intact.
The background to these developments includes a Reuters report highlighting OpenAI’s search for alternatives amid soaring compute needs rather than a total departure from Nvidia’s ecosystem. This was further complicated by a separate report from The Wall Street Journal the previous week, which noted that negotiations over a proposed Nvidia investment in OpenAI of up to $100 billion had stalled.
Responding to the stalled investment talks, Nvidia CEO Jensen Huang addressed the situation over the weekend, emphasizing that the $100 billion figure was "never a commitment." Nonetheless, Huang mentioned Nvidia’s plans to continue making substantial financial investments in OpenAI, underscoring the ongoing strategic partnership.
This proposed funding arrangement, initially disclosed in September 2025, sparked scrutiny over potential conflicts given Nvidia’s status as OpenAI’s primary supplier of AI processors. Meanwhile, CNBC’s Kristina Partsinevelos reported that Nvidia is participating in OpenAI’s current funding round, distinct from the earlier, larger proposed investment.
Beyond public statements, senior OpenAI executive Sachin Katti reinforced Nvidia’s critical role in the company’s AI computing infrastructure. In his own post on X, Katti labeled Nvidia as OpenAI’s "most important partner for both training and inference," highlighting that OpenAI’s entire compute fleet operates on Nvidia GPUs.
Katti detailed the dramatic ramp-up in compute capacity at OpenAI, scaling from 0.2 gigawatts in 2023 to approximately 1.9 gigawatts in 2025 to keep pace with expanding AI model and user demands. While OpenAI is broadening its hardware collaborations to include other companies such as Advanced Micro Devices, Inc. (NASDAQ:AMD), Cerebras, and Broadcom Inc. (NASDAQ:AVGO), Katti clarified that Nvidia continues to form the foundation of the AI infrastructure.
On the market front, Nvidia’s shares closed down 2.89% at $185.61 on Monday but experienced a slight uptick of 0.34% to $186.25 in after-hours trading, as per data from Benzinga Pro. According to Benzinga’s Edge Stock Rankings, Nvidia maintains strong price trends over short, medium, and long terms, albeit with a less favorable value rating.
This ongoing situation highlights the dynamics of AI infrastructure providers and developers managing exponential growth in compute requirements, balancing established partnerships with diversification strategies to support future innovations.