CEO Sam Altman denies Reuters' exclusive report that OpenAI is not satisfied with NVIDIA's chips and is exploring alternatives such as Cerebras and Groq

After Reuters reported that OpenAI was unhappy with some of the Nvidia AI chips it uses and would begin looking for alternatives in 2025, OpenAI CEO Sam Altman denied the report.

Exclusive: OpenAI is unsatisfied with some Nvidia chips and looking for alternatives, sources say | Reuters
https://www.reuters.com/business/openai-is-unsatisfied-with-some-nvidia-chips-looking-alternatives-sources-say-2026-02-02/

In an article dated February 3, 2026, Reuters reported that 'OpenAI is unhappy with some of Nvidia's latest AI chips and has been looking for replacements since 2025, according to eight sources familiar with the matter. This could complicate the relationship between two of the most high-profile companies in the AI boom.'

Reuters reported, 'In September 2025, NVIDIA announced its intention to invest up to $100 billion (approximately 15.5 trillion yen) in OpenAI. The deal gave NVIDIA shares in OpenAI, and OpenAI was to receive the funds needed to purchase advanced chips. The deal was expected to be completed within a few weeks, but negotiations dragged on for months. Changes in the company's product roadmap also changed the type of computing resources required, stalling negotiations with NVIDIA. OpenAI was dissatisfied with the speed at which NVIDIA's hardware returned answers, and sources said it needed new hardware to cover about 10% of OpenAI's inference computing needs in the future.' He added that this suggests a rift is developing between OpenAI and NVIDIA.

However, CEO Altman denied the reports, posting, 'We are thrilled to be working with NVIDIA. They are developing the world's best AI chips. We look forward to being a strong NVIDIA customer for many years to come.'

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.

I don't get where all this insanity is coming from.

— Sam Altman (@sama) February 2, 2026

Reuters reported in January that 'questions were being raised within Nvidia about the large-scale deal with OpenAI,' but this was directly denied by Nvidia CEO Jensen Huang.

NVIDIA CEO Jensen Huang denies reports that he is unhappy with OpenAI and vows to continue investing heavily in the company - GIGAZINE

NVIDIA has an exclusive deal with semiconductor startup Groq.

NVIDIA agrees to licensing deal with AI semiconductor startup Groq, contract size is approximately 3 trillion yen, largest deal ever - GIGAZINE

OpenAI has announced a deal with Cerebras to integrate Cerebras' AI systems into OpenAI's computing solutions.

OpenAI signs multi-year contract with AI chip maker Cerebras worth 1.5 trillion yen, expands real-time AI with Cerebras' low-latency inference system - GIGAZINE