NVIDIA (NVDA)/OpenAI deal is reportedly still on the table, according to CNBC citing a source

The reported potential deal between NVIDIA and OpenAI suggests ongoing strategic consolidation in the tech sector, likely reinforcing NVIDIA's position in AI and software spaces.

Newsquawk StaffPublished 2 Feb 2026, 17:40 UTCOn the live feed at 17:20 UTC — 1 more headline followed before this page went public

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17:41

A senior US official said the US-Iran meeting on Friday will focus on trying to reach a "package deal" that would prevent war with Iran; Trump admin hopes the Iranians will come to the summit ready to make significant compromises, Axios reports

17:40

White House official says US also dropping 25% additional tariff on Indian imports since India reducing purchases of Russian oil

17:20

NVIDIA (NVDA)/OpenAI deal is reportedly still on the table, according to CNBC citing a source

17:12

Barron's reports BLS will not release January jobs report on Friday due to the partial US Government shutdown; December JOLTS (due 3rd Feb) has also been postponed

17:09

Deployment of foreign military forces and military infrastructure in Ukraine will be considered as foreign intervention, TASS reports

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The implications for competitors and the broader market sentiment could be significant, especially if this partnership enhances NVIDIA's product offerings or market share. Watch for potential reactions from other major players like Microsoft and any impacts on sector valuations.

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