On February 20, 2026, NVIDIA confirmed its decision to abandon a complex $100 billion deal with OpenAI in favor of a scaled-down $30 billion investment, as reported by the Financial Times. The company is nearing a deal to participate in OpenAI's new funding round, with an agreement potentially being finalized as early as this weekend, according to unnamed sources cited by The Times. This strategic pivot raises questions about NVIDIA's long-term partnerships and financial commitments, particularly its collaboration with Meta, which was announced just two days earlier. Despite this shift, NVIDIA's stock rose nearly 3% following the Meta announcement, reflecting market confidence in the collaboration's potential to enhance operational efficiency across Meta's platforms.