Nvidia shares fell 2.1% after OpenAI missed internal targets for users and revenue, raising concerns about AI infrastructure spending.

Nvidia (NASDAQ:NVDA) stock declined 2.1% following a report that OpenAI had missed internal targets for both new users and revenue, sparking investor concerns that a key AI player might reduce spending on data center infrastructure.

The selloff was part of a broader semiconductor sector decline driven by worries over future AI spending and geopolitical tensions between the U.S. and China over AI technology.

Nvidia has gained 13.3% since the beginning of the year and trades near its 52-week high of $216.61 from April 2026, positioning it as a primary beneficiary of global AI infrastructure spending despite near-term market volatility.