Nvidia’s $100B OpenAI Partnership Spurs Analyst Optimism
Nvidia's stock surged 4% following its $100 billion strategic partnership announcement with OpenAI. The chipmaker will deploy at least 10GW of its systems to build AI infrastructure, with Bank of America projecting $300B-$500B in potential revenue from the Vera Rubin platform launch in 2026.
Analysts Vivek Arya (Bank of America) and Rosenblatt's team reinforced Buy ratings, noting Nvidia's position as OpenAI's preferred compute partner. While financial specifics remain undisclosed, the deal signals accelerated AI infrastructure development that could Ripple across tech and crypto markets.