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MarketWatch

Nvidia’s potential new deal with OpenAI would revive a spooky tech-bubble habit, analyst warns

Monday, July 27, 2026


Nvidia and OpenAI are discussing a potential arrangement in which Nvidia would help finance or guarantee a data-center lease for OpenAI, according to reporting on the matter. Such an arrangement would be larger than previous similar deals between the companies. Investors have expressed concern about the structure of potential financing arrangements in the technology sector.

Original reporting: https://www.marketwatch.com/story/nvidias-potential-new-deal-with-openai-would-revive-a-spooky-tech-bubble-habit-analyst-warns-ae34ed64?mod=mw_rss_topstories

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