NVIDIA Corporation (NASDAQ: NVDA) shares fell 3% to $230.31 in Thursday afternoon trading amid a broader selloff in technology and semiconductor stocks. The decline coincided with Nvidia’s announcement of a five-year, $1 billion commitment to advance U.S. scientific research.
Broader market pressure also weighed on semiconductor stocks as rising oil prices and elevated Treasury yields raised concerns about inflation, borrowing costs and financing for AI infrastructure.
Shares of AI-linked companies also fell after the Financial Times reported that OpenAI’s annualized revenue neared $50 billion at the end of September, compared with an earlier estimate of roughly $70 billion based on investor comparisons with Anthropic. The discrepancy reflected differences in revenue measurement, not a reported decline in OpenAI’s sales. Broadcom fell 4.7%, while Micron Technology declined 4.5% in Thursday’s trading.
Nvidia Expands U.S. Research Commitment
Nvidia outlined the research commitment at the Science: A New Golden Age event in Washington, D.C., detailing plans to support quantum computing, healthcare, energy security, and materials science. The company will provide resources for universities, quantum technology development, and cloud service providers supporting government research programs.
The commitment supports the Trump administration’s Genesis Mission, an initiative launched in November 2025 to accelerate scientific discovery by combining artificial intelligence with federal laboratory infrastructure and research data.
According to the White House, 11 industry partners pledged approximately $2.4 billion in computing resources, tools, and credits. Nvidia accounts for nearly 42% of those commitments, making it the largest contributor. AMD pledged $500 million, while OpenAI committed $200 million.
The chipmaker is also collaborating on projects involving fusion energy, accelerator design, and microelectronics. Its existing Department of Energy partnership includes developing a scientific research supercomputer at Argonne National Laboratory and supporting seven additional computing systems across Argonne and Los Alamos.
The expanded collaboration is intended to increase access to Nvidia’s technology for government-backed scientific workloads. However, the company did not disclose how much of its commitment involves cash versus computing resources or provide associated revenue projections.
The announcement therefore outlines a longer-term research initiative without identifying a confirmed customer order or immediate sales contribution.
