NVIDIA Corporation (NVDA) Expanding Influence in the AI Economy

NVIDIA Corporation (NASDAQ:NVDA) is one of the best Nancy Pelosi Stocks to buy in 2026. On January 30, Reuters reported that NVIDIA Corporation (NASDAQ:NVDA)’s planned $100 billion investment in OpenAI has hit a snag, with internal doubts at the chipmaker leading both companies to reassess the scope of the partnership.

The deal, which was first announced in September, was intended to provide OpenAI with access to Nvidia’s advanced chips and funding to maintain its AI edge. However, Nvidia CEO Jensen Huang stressed that the agreement was non-binding, citing concerns over OpenAI’s business discipline and growing competition from rivals such as Google and Anthropic.

The Wall Street Journal added that discussions have shifted toward a smaller equity investment in the range of tens of billions as part of OpenAI’s ongoing funding round. Meanwhile, Amazon is reportedly in talks to invest as much as $50 billion, with OpenAI seeking up to $100 billion in total funding. This could value the company at around $830 billion. While Nvidia has long been OpenAI’s preferred partner, its future role remains uncertain in the midst of the fierce competition among Big Tech for AI dominance.

On January 20, Moody’s upgraded NVIDIA Corporation senior unsecured rating to Aa1, affirming a significant evolution in the company’s financial position.

The ratings firm also echoed the company’s positive outlook amid expected upward mobility, which solidifies its position in the artificial intelligence sector. The upgrade comes from Nvidia, strengthening its competitive edge and position in the data center ecosystem on the back of robust liquidity. It already boasts leading graphics processing units and proprietary software.

Meanwhile, reports indicate that Nvidia could move its semiconductor production to Intel as US companies respond to mounting political pressure and manufacturing mandates.

NVIDIA Corporation (NASDAQ:NVDA) designs and sells advanced Graphics Processing Units (GPUs) and AI-focused computing platforms for data centers, gaming, autonomous vehicles, and robotics. It dominates the market with chips that power generative AI, high-performance computing, and professional visualization.

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Disclosure: None. This article is originally published at Insider Monkey.