Openai Valuation in Focus as Nvidia Eyes $30 Billion Stake, $100 Billion Round Nears
Debate over the openai valuation sharpened this week after reports that Nvidia is in talks to invest up to $30 billion and that OpenAI is finalizing a funding round that could raise more than $100 billion from investors including Amazon, moves that market watchers say could ripple through AI stock prices.
Openai Valuation and the $100 billion funding push
OpenAI is finalizing a funding round that could raise over $100 billion from investors that include Amazon, and that fundraising effort is being linked to potential relief in the shares of several AI-related companies such as Oracle, Microsoft, CoreWeave and Nvidia. The funding item surfaced as the stock market rallied at 9: 26 a. m. ET on a Friday when a Supreme Court ruling on tariffs was also cited for lifting indexes, underscoring how big capital moves and policy decisions are moving investor focus.
Nvidia in talks for up to $30 billion
Nvidia is in talks to invest up to $30 billion in OpenAI, a development that would be among the largest private technology investments on record. The $30 billion figure anchors one side of the financing narrative and sits alongside the larger, cross-investor target of more than $100 billion for the overall round. Market commentary tied to the funding round has pointed to potential knock-on effects for companies that supply or host AI workloads.
Revenue forecasts, cash burn and market pressure
Separately, OpenAI has boosted revenue forecasts while projecting $111 billion more cash burn through 2030, a figure that frames why such a large funding round is being pursued. Concerns that OpenAI might not meet its large data center build-out commitments have pressured some AI stocks since late 2025, and the combination of higher spending plans and a major capital raise has intensified scrutiny of the group.
The openai valuation debate is now tied to two concrete threads: how much capital investors commit in the current round and whether that capital eases investor concerns about spending versus revenue. Investors are watching the calendar for corporate earnings and funding milestones; Nvidia earnings are noted as an upcoming check-in point for markets already sensitive to moves by AI leaders.
What happens next is focused and specific: the funding round is being finalized while Nvidia heads into an earnings period that market participants regard as important for gauging chip demand tied to AI. Both the size of investor commitments and the timing of Nvidia’s earnings will be watched closely as the companies and markets digest the implications of a potential $30 billion Nvidia stake and a funding round expected to exceed $100 billion.
