Jensen Huang said straight that Nvidia never actually committed $100B to OpenAI, even though a few days earlier he talked about a massive investment. On camera he looked uncomfortable correcting the record and saying OpenAI “invited us to invest up to $100B.” That’s not how confident execs talk. It tells you someone is trying to walk back expectations fast.
I wonder if Jensen Huang $NVDA remembers saying this two days ago?
"We are going to make a huge investment in OpenAI. Probably the biggest investment we've ever made." https://t.co/qtxHNmbaYZ pic.twitter.com/rBq112azDQ
— Financelot (@FinanceLancelot) February 3, 2026
11 Dec 25: “AI IS BECOMING ORACLE’S LITTLE BIGHORN” https://t.co/HMPgbG1mDS pic.twitter.com/2LObX0QkdG
— JustDario 🏊♂️ (@DarioCpx) February 2, 2026
Speak of the devil; tomorrow’s bell! pic.twitter.com/tRWBlp3L85
— Jim Cramer (@jimcramer) February 2, 2026
NVDA just rugged OpenAI ($100B deal DEAD). My calls are cooked. See you behind Wendy's. 🐻🌈
byu/Ok-Lobster7773 inwallstreetbets