NVIDIA Shares Decline as $100 Billion OpenAI Investment Faces Uncertainty

NVIDIA stock declined on February 3, 2026. The drop followed reports that the proposed $100 billion investment in OpenAI faces delays or a scope reduction. The uncertainty concerns the company's capital allocation and strategic direction.

NVIDIA's share price dropped 2.9%, a decline tied directly to the investment concerns. Reports suggest OpenAI explores alternative chip suppliers. CEO Jensen Huang publicly defended the ongoing partnership.