This week marked a historic turning point for artificial intelligence.The world’s best AI hardware maker – Nvidia (NVDA) – and the world’s best AI software developer – OpenAI – announced the single biggest deal in the history of artificial intelligence. In our view, it looks an awful lot like the Manhattan Project of AI… and it signals that the red-hot AI stock market rally still has plenty of runway left.Here’s what went down…Nvidia announced it will invest $100 billion into OpenAI to build and deploy at l ...

Nvidia, the artificial intelligence industry’s most valuable chipmaker, will commit as much as $100 billion to OpenAI beginning in 2026.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.The deal ties the investment t ...

Nvidia (NVDA) announced a massive $100 billion investment commitment in OpenAI on Monday, sending shares up nearly 4% and adding $170 billion to its market capitalization. The landmark partnership involves deploying 10 gigawatts of Nvidia systems for OpenAI's next-generation AI infrastructure, equivalent to 4-5 million GPUs, according to CEO Jensen Huang. This deal represents a virtuous cycle for Nvidia. OpenAI receives the investment capital and then spends it on Nvidia's chips and systems. With each gig ...

Source: TradingView.com Key Takeaways Nvidia shares lost ground in early trading Tuesday after logging their largest one-day percentage gain since July on news the AI Favorite plans to invest up to $100 billion in OpenAI. The price broke out from a symmetrical triangle on Monday, indicating a continuation of the stock’s broader move higher. The measured move technique forecasts a price target of $207.64, while bars pattern analysis projects a target of around $255. Investors should monitor key supp ...

英伟达与OpenAI战略合作 - 英伟达宣布将向OpenAI投资高达1000亿美元 推动后者下一代模型部署和通用人工智能发展[1][4] - 合作内容包括建设至少10吉瓦AI数据中心 相当于纽约市峰值用电需求 首期1吉瓦容量预计2026年底投运[6] - 此次合作被英伟达CEO黄仁勋称为"向前迈出的下一大步" 旨在构建超越现实应用的人工智能基础设施[2][5] 市场反应与股价表现 - 英伟达股价在经历4%回调后重拾升势 周一交易时段触及184美元52周新高[1] - 合作伙伴公司股价同步大涨 CoreWeave自3月底上市以来涨幅达200% Applied Digital周一暴涨20%至24美元52周新高[3][16] - 英伟达持有CoreWeave股权价值约30亿美元 并签署63亿美元协议购买其剩余云容量至2032年4月[10] OpenAI发展现状与IPO前景 - OpenAI目前私营市场估值约5000亿美元 接近标普500成分股平均7754亿美元估值水平[8] - 公司拥有7-8亿周活跃用户 被许多专家认为可能成为首家万亿美元规模IPO企业[9] - 虽然积极探索上市路径 但尚未确定具体时间表[9] 人工智能基础设施生态体系 - 惠普企业提供全栈AI基础设施 与英伟达联合开发HPE Private Cloud AI平台[11] - Applied Digital与CoreWeave签署70亿美元15年租约 运营两个分别具有100兆瓦和150兆瓦容量的大型数据中心[16] - 尽管CoreWeave尚未盈利 但其快速收入扩张吸引投资者关注[15] 行业比较与估值水平 - 惠普企业股价低于30美元 远期市盈率13倍 戴尔同样为13倍 而甲骨文达到45倍[12] - 英伟达目前是全球市值最高上市公司 市值超过4.2万亿美元[8] - Applied Digital过去十年涨幅达23800% 接近英伟达前所未有的31000%回报率[16]

Nvidia is betting big on the future of artificial intelligence, committing up to $100 billion to build out OpenAI’s computing muscle in what could be the largest infrastructure deal in AI history to date. The chipmaker said Monday it had signed a letter of intent with OpenAI to deploy at least 10 gigawatts of Nvidia-powered AI systems. A gigawatt is equal to one billion watts of power—enough electricity to supply millions of homes. According to a report by Bloomberg, the money will be provided in stages, ...

OpenAI and Nvidia have struck one of the biggest partnerships in AI, with Nvidia pledging to invest up to $100 billion in OpenAI while supplying the compute power needed to build the company's next generation of models.The deal, announced Monday in a letter of intent, calls for OpenAI to deploy at least 10 gigawatts of Nvidia systems over the coming years. The first phase, one gigawatt, is scheduled for the second half of 2026 on Nvidia's upcoming Vera Rubin platform, named for the late dark-matter astronom ...

Nvidia is preparing one of the largest investments in the history of artificial intelligence, pledging up to $100 billion in funding for OpenAI, the creator of ChatGPT. The deal comes hot on the heels of Nvidia pledging a $5 billion investment into Intel, its one-time rival and former American semiconductor champion. The companies jointly announced they had signed a letter of intent for a strategic partnership to deploy at least 10 gigawatts of NVIDIA systems for OpenAI’s next-generation AI infrastructure ...

Nvidia (NVDA) stock jumped nearly 4% on Monday as the chipmaker announced it will invest up to $100 billion in OpenAI as part of a new partnership. Nvidia said in its announcement that the partnership will allow OpenAI to deploy “at least 10 gigawatts” of compute capacity from the chipmaker’s AI systems to train and run the ChatGPT-maker’s next generation of artificial intelligence models. The first phase of that compute capacity utilizing Nvidia’s upcoming Vera Rubin platform is set to come online in the ...

Nvidia just put real money behind its favorite metaphor. After two years of calling modern data centers “AI factories,” the chipmaker is going all-in with chips — and cash — to help build them. On Monday, Nvidia and OpenAI announced that the chipmaker plans to invest up to $100 billion in OpenAI through a staged partnership that doesn’t just guarantee the startup first dibs on the world’s most coveted GPUs — it effectively makes Nvidia a co-builder of the infrastructure that will power the next wave of ar ...