Did Jensen Huang just realize “$100B investment” was never real? NVDA just rugged OpenAI ($100B deal DEAD).

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. 🐻🌈
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