Levie: Nvidia relies on chip supply, not equity, to influence OpenAI
Aaron Levie · OpenAI Closes in on $100 Billion, OpenClaw Acquired, AI’s Productivity Question — With Aaron Levie · Feb 23, 2026 · at 20:30
Box CEO Aaron Levie explains why Nvidia's equity size in OpenAI has minimal strategic impact on chip purchasing agreements.
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“They don't need to own a percentage of open AI. Like that's like, they need to sell chips to open AI. And so really they just need to ensure that they've got a very strong, you know, relationship that is, is sort of very sturdy and supporting the broad tailwinds of AI. And I don't know that there's a number that like, if it turns out SoftBank wants to take more of the allocation, I'm making all of this up, but if it turns out SoftBank wants to take more of the allocation, I don't know that they're like, Strategically impacted by that in, in, in a meaningful way, because if they own more of open AI, I don't think that that position in the cap table is going to overly sway the infrastructure decisions of open AI and open AI will have to make their infrastructure decisions based on just like the supply side of chips, the cost side, you know, where, where do they have data center capacity? Those things are gonna matter more than who owns a certain percentage of their, you know, corporate structure.”
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