Nvidia’s $100 billion investment in OpenAI has raised more questions than answers. The deal aims to help OpenAI, the maker of ChatGPT, buy millions of Nvidia’s AI chips.
The move has also raised concerns about the incestuous nature of Silicon Valley. Nvidia already owns a stake in Intel and has made other strategic moves that could impact its relationships with other companies.
One pressing question is what if OpenAI hits a roadblock? The company’s growth and success depend on its ability to deliver results and overcome challenges.
The investment also highlights the complexities of the AI industry, including accounting puzzles worth $4 trillion. It raises questions about the balance sheets of hyperscalers like Google, Amazon, and Facebook.
As the technology continues to evolve, it will be interesting to see how Nvidia’s partnership with OpenAI plays out and what impact it has on the wider industry.
Source: https://www.economist.com/business/2025/09/22/nvidias-100bn-bet-on-openai-raises-more-questions-than-it-answers