Sam Altman Reaffirms OpenAI’s Long-Term Commitment to NVIDIA Amid Chip Report

OpenAI CEO Sam Altman has publicly reaffirmed the artificial intelligence company’s strong relationship with NVIDIA Corporation (NASDAQ: NVDA), pushing back against recent reports suggesting dissatisfaction with the chipmaker’s latest AI processors. In a post shared on X on Monday evening, Altman emphasized that OpenAI values its partnership with NVIDIA and intends to remain a major customer well into the future.

“We love working with NVIDIA and they make the best AI chips in the world. We hope to be a gigantic customer for a very long time,” Altman wrote. He also expressed confusion over recent speculation, adding, “I don’t get where all this insanity is coming from,” without directly naming the source of the reports.

Altman’s comments followed a Reuters report claiming that OpenAI had been unhappy with certain aspects of NVIDIA’s newest AI chip offerings and had been exploring alternative suppliers since at least 2025. The report fueled fresh discussion about potential tensions between the two companies, particularly after the Wall Street Journal revealed last week that talks around a proposed $100 billion NVIDIA investment in OpenAI had stalled.

NVIDIA CEO Jensen Huang addressed the situation over the weekend, stating that the reported investment was “never a commitment.” However, Huang clarified that NVIDIA still plans to invest a significant amount of capital into OpenAI, reinforcing the strategic importance of the partnership. The potential investment was initially announced in September 2025, sparking widespread attention across Wall Street and the broader AI sector.

Since that announcement, OpenAI has also entered into agreements with NVIDIA competitors, including Advanced Micro Devices (AMD) and other chipmakers, to diversify its access to high-performance AI processors. These moves have been viewed as part of a broader strategy to secure alternative computing options as demand for AI infrastructure continues to surge.

At the same time, NVIDIA’s proposed investment raised concerns among analysts about circular investing, given that the chipmaker remains OpenAI’s largest supplier of AI chips. Despite these concerns, Altman’s latest remarks appear aimed at calming markets and reaffirming confidence in NVIDIA’s role at the center of OpenAI’s AI development roadmap.

As competition intensifies in the AI chip market, the relationship between OpenAI and NVIDIA remains a critical focal point for investors tracking the biggest AI stocks on Wall Street.