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.
Nvidia unveils plans for a $100bn investment in Open A.I. with the two firms partnering on data centres.
Nvidia Corp (NASDAQ:NVDA, ETR:NVD) announced on Monday that it will invest up to $100 billion in OpenAI. The two companies said the strategic partnership will enable OpenAI to build and deploy at least 10 gigawatts of artificial intelligence (AI) data centers, with NVIDIA's Graphics Processing Unit (GPUs) powering OpenAI's next-generation AI infrastructure.
Nvidia announced Monday it plans to invest up to $100 billion in OpenAI as part of a deal to build out massive data centers for training and running AI models. The companies say they signed a letter of intent to deploy 10 gigawatts — enough to power millions of homes — worth of Nvidia systems to power OpenAI's next generation of AI infrastructure.
Nvidia will invest $100 billion in OpenAI as the artificial intelligence lab sets out to build hundreds of billions of dollars in data centers based around Nvidia's AI chips, the companies said on Monday. In this article NVDA
Nvidia (NVDA 0.34%) has seen revenue and earnings surge from fiscal 2020 through fiscal 2025 (the company's fiscal year ends in January).
Nvidia (NASDAQ: NVDA) may be flashing the ‘biggest green flag' in stock investing, potentially positioning the technology giant to target new highs, possibly even the $200 level.
A chorus of naysayers increasingly sound the alarm on a growing Nvidia and AI stock bubble. But we just received 5 new signals of healthy growth for Nvidia and the AI megatrend in general. After reviewing the new signals and risks, as well as Nvidia's current valuation, I offer my opinion about investing in Nvidia and the “AI bubble”.
Intel surges nearly 23% after NVIDIA acquires $5B stake, fueling hopes of a turnaround as the chipmakers join forces in AI and PCs.
Nvidia Corporation remains the dominant force in AI infrastructure, delivering record Q2 revenue of $46.7B and maintaining a Buy rating. NVDA's leadership is fueled by surging AI demand, new product launches like Blackwell and Rubin, and a projected multi-trillion-dollar AI infrastructure opportunity. The shift toward AI inference and agentic AI, along with sovereign AI initiatives, positions NVDA to capture outsized growth in emerging markets.
My attempts to time the market and sell Nvidia at $145 were pathetic, and I'm done with these expensive experiments. Major tech companies continue driving massive GPU orders, reinforcing NVDA's dominant position in the global AI and data center ecosystem. The move to collaborate with Intel on CPUs for data centers and AI PCs could potentially unlock a new high-growth area for NVDA.