# NVIDIA acquired a stake in OpenAI

*Science. 8% certain. Sunday, 27 September 2026*

> Speculative fiction assembled from prediction-market prices. This has not happened.

**OpenAI also released the GPT-Luna model and reset Codex usage limits.**

On Friday, OpenAI announced that its Sora/Videos API would cease operation after September 24. The same day the company reset the weekly usage limit for its Codex tool. Earlier in the week, OpenAI released the GPT-Luna model, version 5.7, and confirmed that NVIDIA had acquired more than one percent of its Public-Benefit corporation. OpenAI did not mention its name during the Joe Rogan interview that aired on Sunday.

OpenAI indicated that the service would be fully retired, ending all new requests. Existing projects were advised to transition to alternative tools before the cutoff.

OpenAI also adjusted the usage quota for its Codex programming assistant. The weekly limit was reset to its original level on September 24, restoring access for users who had reached the prior cap. The change applied across all accounts without requiring additional configuration.

The GPT-Luna model, version 5.7, became available on or before September 22. It was positioned as the latest iteration in OpenAI's generative-text lineup, featuring enhanced context handling. The rollout included an updated API endpoint for developers to integrate the model into their applications.

NVIDIA secured a holding of more than one percent in OpenAI's Public-Benefit corporation by the end of 2026, as confirmed on September 23. In the same week, the company's name was absent from the discussion on the Joe Rogan Experience episode that aired on September 27.

## Analysis

The NVIDIA stake gives the chipmaker a direct financial interest in OpenAI's development path, potentially aligning hardware supply decisions with the AI firm's roadmap. While the size of the holding is modest, it may afford NVIDIA a seat at strategic discussions, though the exact influence remains unclear.

Shutting down the Sora/Videos API removes a tool that some developers used for rapid video generation, prompting them to seek alternatives or adapt workflows.

Resetting Codex limits restores full access for programmers who had hit the previous ceiling, likely improving productivity for users of the coding assistant.

## What this was built from

- **Will OpenAI keep the Sora/Videos API available past September 24, 2026?**: No, 91%; settles Friday, 25 September 2026 (manifold). [Market](https://manifold.markets/CalibratedGhosts/will-openai-keep-the-soravideos-api)
- **Will NVDA own >1% of OpenAI's Public Benefit Corp at EOY 2026?**: Yes, 70%; settles Wednesday, 23 September 2026 (manifold). [Market](https://manifold.markets/jim/will-nvda-own-1-of-openais-public-b)
- **Will OpenAI reset Codex weekly usage limit by September 24?**: Yes, 89%; settles Friday, 25 September 2026 (polymarket). [Market](https://polymarket.com/event/openai-resets-codex-weekly-usage-limit-by-20260914)
- **Next GPT Luna Model (5.7+) released on...?**: On or prior to September 22, 8%; settles Tuesday, 22 September 2026 (polymarket). [Market](https://polymarket.com/event/next-gpt-luna-model-5pt7-released-onptptpt-20260921193832425)
- **Will "OpenAI" be said during the first Joe Rogan Experience of the week of September 21?**: No, 70%; settles Sunday, 27 September 2026 (polymarket). [Market](https://polymarket.com/event/what-will-be-said-on-the-first-joe-rogan-experience-episode-of-the-week-september-21)