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OEXN: Nvidia shares surge after $100B OpenAI deal, CEO calls it “the largest AI infrastructure proje

Nvidia (NVDA) shares jumped about 4% Monday after announcing plans to invest up to $100 billion in OpenAI. The partnership will give OpenAI access to at least 10 gigawatts of compute capacity using Nvidia’s upcoming Vera Rubin platform, with the first phase expected online in late 2026. CEO Jensen Huang called it “the biggest AI infrastructure project in history.” Analysts estimate the plan could require 4–5 million Nvidia GPUs — far surpassing other AI data center projects, such as Meta’s facility in Louisiana. The deal comes as Nvidia expands its AI investments, including a $5 billion stake in Intel, a $6.3 billion agreement with CoreWeave, and plans to deploy tens of thousands of AI chips in the UK. Some analysts warn Nvidia is taking on too much risk by funding OpenAI’s ambitious commitments. Nvidia’s stock closed near its record high above $183, keeping its position as the world’s most valuable company with a market cap over $4 trillion.

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Publication date:

2025-09-23 13:14:40 (GMT)

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