According to @StockMarketNerd, NVIDIA (NVDA) has invested $100B in OpenAI and would sell significantly more GPUs to the company (source: @StockMarketNerd on X, Sep 22, 2025). The post includes no links, filings, or official statements to verify the claim, so it should be treated as unconfirmed information (source: @StockMarketNerd on X). Traders should wait for confirmation via NVIDIA investor relations, SEC filings, or an OpenAI announcement before repositioning, and monitor NVDA and AI-linked risk assets for potential volatility if confirmation arrives (source: lack of verification in the original post by @StockMarketNerd).

According to Sam Altman, OpenAI's GPUs are under strain due to high demand for image generation in ChatGPT. To manage this, OpenAI will implement temporary rate limits, allowing ChatGPT free tier users only three image generations per day. This move aims to enhance efficiency while maintaining service quality.