OpenAI Explores Chip Alternatives as Reports of Tension with Nvidia Surface

San Francisco, Tuesday, 3 February 2026.
Reports emerging this week indicate OpenAI is actively seeking alternatives to Nvidia’s hardware, citing dissatisfaction with the efficiency of recent chips for specific software development tasks. Despite OpenAI CEO Sam Altman’s public dismissal of these claims on February 3, 2026, sources reveal the company has engaged with competitors like AMD and Groq since late last year. The most critical development is the reported stalling of a massive $100 billion investment partnership between the two firms, suggesting the alliance driving the AI boom may be fracturing. This strategic pivot could threaten Nvidia’s near-total market dominance and signals a broader industry move toward infrastructure diversification to optimize costs and performance.