Nvidia is on the cusp of investing $30 billion in OpenAI, scaling back a plan to pump $100 billion into the ChatGPT maker, the Financial Times reported Thursday.
Chicago, IL – February 20, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets.
Nvidia: Deep Discount Before Earnings
Nvidia is in discussions to invest up to $30 billion in OpenAI as part of a funding round that could value the AI startup at a $730 billion pre-money valuation, CNBC confirmed. The investment is separate from the $100 billion infrastructure agreement that OpenAI and Nvidia announced in September, according to a source.
Nvidia is close to finalizing a $30 billion investment into OpenAI that will replace the long-term $100 billion commitment agreed upon by the companies last year, as part of a new funding round for the AI start-up, Financial Times reported on Thursday, citing sources.
NVIDIA (NASDAQ: NVDA | NVDA Price Prediction) reports fourth-quarter fiscal 2026 results on February 25, 2026 after market close.
Earnings reports will flood the market next week. Could this be the juice the S&P 500 needs?
The artificial intelligence (AI) trade has evolved from a speculative gold rush into a heavily industrialized arms race. On Feb. 17, 2026, two of the market's most dominant forces, NVIDIA NASDAQ: NVDA and Meta Platforms NASDAQ: META, announced an expansion of their partnership.
If you have $1,000 to invest, it can be daunting to find the right stock to get started investing.
Still the big name in the market today, NVIDIA ( NASDAQ:NVDA | NVDA Price Prediction) shares dipped over the past week, but retail investors on Reddit are turning bullish after Meta Platforms ( NASDAQ:META ) announced a massive multi-year AI infrastructure deal on February 18.
Recent large-scale partnerships, notably with Meta Platforms, and hyperscaler CAPEX surges reinforce Nvidia Corporation's dominant position and forward revenue visibility. The deal with META shows significant upside potential, especially since other hyperscalers are also set to break their banks due to increasing data center demand. NVDA's valuation multiples have compressed as earnings outpace price development, making its risk/reward profile more compelling than AMD's at current levels.
META teams with NVIDIA to scale AI infrastructure and personalization for 3.58B users, but soaring 2026 spending could pressure shares in the near term.