Key Points Nvidia and OpenAI recently signed a letter of intent for 10-plus gigawatts of AI infrastructure, with Nvidia investing up to $100 billion in the AI pioneer. The partnership locks in OpenAI's training needs through 2028 while custom chips remain in development. Deal complements the $500 billion Stargate project, providing concrete demand visibility for Nvidia's growth trajectory. 10 stocks we like better than Nvidia › Wall Street's AI infrastructure story just got its biggest validation ...

软银集团股价表现 - 公司股价单日大涨9.98%至17,905日元（约121.14美元）[1] - 年初至今累计涨幅达93.90%[1] 甲骨文财务表现 - 未履行履约义务（RPO）金额达4,550亿美元 同比增长359%[2] - 获得四份超十亿美元级合同 涉及三家客户的人工智能云基础设施需求[2] - 市值达9,222.2亿美元 位列全球上市公司第12位[4] - 市盈率为75.62倍 股息收益率0.61%[4] Stargate人工智能合作项目 - 项目为甲骨文、OpenAI与软银集团共同推进的5,000亿美元人工智能基础设施计划[3] - 软银被定位为关键财务合作伙伴 项目涉及全美大型AI数据中心建设[3] - 分析师认为甲骨文巨额订单与该项目直接相关[3] 机构评级调整 - Piper Sandler将目标价从270美元上调至330美元[4] - Citizens JMP将目标价上调至342美元[4]