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OpenAI is approaching a critical juncture in 2026, facing financial challenges and a potential public offering that requires disclosure of user and revenue figures. The company is reportedly dissatisfied with Nvidia's chips, which are seen as too slow for AI model inference.

OpenAI requires new processors with integrated memory to reduce response times, while Nvidia's technology relies on external memory. The collaboration, initially intended to develop ten gigawatts of AI data centers, is now under strain, with Nvidia's planned $100 billion investment in OpenAI reportedly uncertain.

Despite OpenAI's impressive user base of 800 million, only 40 million are paying customers. Analysts warn that OpenAI may need over $200 billion by 2030 to sustain growth. Microsoft, which holds over 20% of OpenAI, is viewed as a potential acquirer if OpenAI's situation worsens. Nvidia continues to perform well financially, holding a market capitalization exceeding $4.5 trillion.