# AI supply chain

From a $100bn Promise to a $20bn Reality: Why Nvidia and OpenAI Are Choosing Caution Over Romance

Nvidia and OpenAI have publicly reaffirmed their partnership after reports that a previously announced $100 billion‑scale LOI had stalled. Sources now say Nvidia is likely to commit about $20 billion in the current financing round, signalling a shift from aspirational headlines to staged, pragmatic investments amid a tight AI hardware supply environment.