Shares of NVIDIA Corp. (NASDAQ:NVDA) gained 1.40% over the past five trading sessions after gaining 5.03% the five prior.
Tech giant Qualcomm Inc. NASDAQ: QCOM has long tested investors' patience. While more well-known peers, such as NVIDIA Corporation NASDAQ: NVDA, have ridden the artificial intelligence (AI) wave to record highs, Qualcomm has remained effectively idle and is currently trading at 2021 levels.
After delivering banner years in 2023 and 2024, NVIDIA (Nasdaq: NVDA) is once again seeing strong gains in 2025.
Nvidia Corporation stands out as a market leader, achieving explosive revenue and profit growth driven by real AI and data center demand. NVDA's technological edge, CUDA ecosystem lock-in, and new ventures with Intel and OpenAI reinforce its dominance and future recurring revenue streams. Despite bubble concerns, NVDA's products are essential infrastructure, not speculative promises, with demand supported by industry, government, and innovation cycles.
Nvidia stock is suffering amid questions over how artificial-intelligence investment deals will be funded.
London-based AI data center firm Nscale has secured $1.1 billion in Series B funding led by Norway's Aker, with additional backing from Nvidia, Nokia and Dell. The funding will fuel the expansion of Nscale's AI infrastructure across Europe, including data center projects with OpenAI under its Stargate initiative.
With Nvidia's massive planned investment in OpenAI, the chipmaker will get equity in the AI startup and will earn revenue at the same time. OpenAI is leasing Nvidia's graphics processing units, allowing the company to pay for the costly processors over time.
NVIDIA shares continue to find themselves in the headlines thanks to the AI frenzy. But this time, it's because of OpenAI.
Analysts were broadly positive on the news, but many still held on to their estimates.
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Its growing cash pile has to be put to work somehow, and M&A looks off the table.
Nvidia's $100 billion deal with OpenAI followed one-on-one negotiations between the CEOs of the two companies. Terms were finalized during President Trump's U.K. trip before both men headed to California to unveil OpenAI's infrastructure push at Nvidia's headquarters.